Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
MRG Capital - Wealth Protector
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%
0.67%
6 Months
8.65%
1.38%
1 Year
14.07%
7.78%
3 Years
8.50%
12.37%
5 Years
7.26%
10.07%
Since Inception
13.68%
13.18%
Fund Age
6 yrs 11 mo
6 yrs 8 mo
AUM
₹234.24 Cr
₹1.13 Cr
Alpha – 1 Year
9.35%
8.13%
Alpha – 3 Years
−3.59%
3.37%
Information Ratio – 3 Years
-0.32
0.42
Volatility – 1 Year
17.05%
17.12%
Volatility – 3 Years
19.82%
14.65%
Beta – 1 Year
0.90
0.93
Beta – 3 Years
1.09
0.90
Sharpe Ratio – 1 Year
0.55
0.21
Sharpe Ratio – 3 Years
0.25
0.51
Worst Rolling Year
4.86%
10.01%
Value at Worst Rolling Year
₹1.05 Cr
₹1.10 Cr
Deepest Drawdown
−34.92%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
15.34%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 25% · M 33% · S 39%
L 34% · M 14% · S 34%
Number of Stocks
70
43
Portfolio P/E
29.14
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
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%