Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
8.65%
15.63%
1 Year
14.07%
20.01%
3 Years
8.50%
17.10%
5 Years
7.26%
15.64%
Since Inception
13.68%
13.05%
Fund Age
6 yrs 11 mo
8 yrs 11 mo
AUM
₹234.24 Cr
₹46.46 Cr
Alpha – 1 Year
9.35%
15.29%
Alpha – 3 Years
−3.59%
5.01%
Information Ratio – 3 Years
-0.32
0.88
Volatility – 1 Year
17.05%
20.61%
Volatility – 3 Years
19.82%
19.98%
Beta – 1 Year
0.90
0.94
Beta – 3 Years
1.09
1.02
Sharpe Ratio – 1 Year
0.55
0.73
Sharpe Ratio – 3 Years
0.25
0.85
Worst Rolling Year
4.86%
-3.76%
Value at Worst Rolling Year
₹1.05 Cr
₹0.96 Cr
Deepest Drawdown
−34.92%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
16.62%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 27% · M 34% · S 33%
Number of Stocks
70
25
Portfolio P/E
29.14
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%