Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
0.95%
6 Months
8.65%
11.98%
1 Year
14.07%
18.12%
3 Years
8.50%
18.24%
5 Years
7.26%
—
Since Inception
13.68%
20.21%
Fund Age
6 yrs 11 mo
4 yrs 8 mo
AUM
₹234.24 Cr
₹424.87 Cr
Alpha – 1 Year
9.35%
13.40%
Alpha – 3 Years
−3.59%
6.15%
Information Ratio – 3 Years
-0.32
0.85
Volatility – 1 Year
17.05%
22.44%
Volatility – 3 Years
19.82%
19.69%
Beta – 1 Year
0.90
1.22
Beta – 3 Years
1.09
1.10
Sharpe Ratio – 1 Year
0.55
0.61
Sharpe Ratio – 3 Years
0.25
0.80
Worst Rolling Year
4.86%
18.24%
Value at Worst Rolling Year
₹1.05 Cr
₹1.18 Cr
Deepest Drawdown
−34.92%
−25.57%
Recovery Period
Not yet recovered
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
24.33%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 33% · S 39%
M 1% · S 89%
Number of Stocks
70
30
Portfolio P/E
29.14
23.45
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%
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%