Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
4.17%
6 Months
8.65%
19.62%
1 Year
14.07%
12.19%
3 Years
8.50%
23.51%
5 Years
7.26%
13.96%
Since Inception
13.68%
23.13%
Fund Age
6 yrs 11 mo
6 yrs 7 mo
AUM
₹234.24 Cr
₹2,332.81 Cr
Alpha – 1 Year
9.35%
9.21%
Alpha – 3 Years
−3.59%
11.63%
Information Ratio – 3 Years
-0.32
0.83
Volatility – 1 Year
17.05%
26.11%
Volatility – 3 Years
19.82%
21.82%
Beta – 1 Year
0.90
1.32
Beta – 3 Years
1.09
1.14
Sharpe Ratio – 1 Year
0.55
0.33
Sharpe Ratio – 3 Years
0.25
0.83
Worst Rolling Year
4.86%
12.50%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−34.92%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 14% · M 33% · S 52%
Number of Stocks
70
33
Portfolio P/E
29.14
52.72
Top 5 Holdings
Eicher Motors Ltd · 5.45%
Apar Industries Ltd · 5.43%
Glenmark Pharmaceuticals Ltd · 4.49%
CCL Products (India) Ltd · 4.47%
SPR Auto Technologies Ltd · 4.30%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%