Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Purnartha Pratham Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
5.49%
6 Months
8.65%
9.46%
1 Year
14.07%
17.52%
3 Years
8.50%
14.28%
5 Years
7.26%
9.02%
Since Inception
13.68%
12.49%
Fund Age
6 yrs 11 mo
5 yrs 11 mo
AUM
₹234.24 Cr
₹1,633.45 Cr
Alpha – 1 Year
9.35%
12.80%
Alpha – 3 Years
−3.59%
2.19%
Information Ratio – 3 Years
-0.32
0.28
Volatility – 1 Year
17.05%
23.87%
Volatility – 3 Years
19.82%
18.97%
Beta – 1 Year
0.90
1.12
Beta – 3 Years
1.09
1.06
Sharpe Ratio – 1 Year
0.55
0.57
Sharpe Ratio – 3 Years
0.25
0.55
Worst Rolling Year
4.86%
7.21%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−34.92%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
13.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 14% · M 11% · S 40%
Number of Stocks
70
—
Portfolio P/E
29.14
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%