Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
−0.03%
6 Months
8.65%
1.95%
1 Year
14.07%
9.19%
3 Years
8.50%
16.93%
5 Years
7.26%
11.74%
Since Inception
13.68%
12.55%
Fund Age
6 yrs 11 mo
7 yrs 3 mo
AUM
₹234.24 Cr
₹17.39 Cr
Alpha – 1 Year
9.35%
9.54%
Alpha – 3 Years
−3.59%
7.93%
Information Ratio – 3 Years
-0.32
0.83
Volatility – 1 Year
17.05%
16.46%
Volatility – 3 Years
19.82%
13.48%
Beta – 1 Year
0.90
0.82
Beta – 3 Years
1.09
0.74
Sharpe Ratio – 1 Year
0.55
0.29
Sharpe Ratio – 3 Years
0.25
0.84
Worst Rolling Year
4.86%
3.01%
Value at Worst Rolling Year
₹1.05 Cr
₹1.03 Cr
Deepest Drawdown
−34.92%
−16.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
16.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 27% · M 18% · S 26%
Number of Stocks
70
53
Portfolio P/E
29.14
33.46
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%
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%