Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Solidarity Advisors - Prudence
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%
8.45%
6 Months
8.65%
29.49%
1 Year
14.07%
37.09%
3 Years
8.50%
18.49%
5 Years
7.26%
12.39%
Since Inception
13.68%
18.64%
Fund Age
6 yrs 11 mo
10 yrs 3 mo
AUM
₹234.24 Cr
₹1,760.35 Cr
Alpha – 1 Year
9.35%
32.37%
Alpha – 3 Years
−3.59%
6.40%
Information Ratio – 3 Years
-0.32
0.52
Volatility – 1 Year
17.05%
25.02%
Volatility – 3 Years
19.82%
18.27%
Beta – 1 Year
0.90
1.22
Beta – 3 Years
1.09
0.89
Sharpe Ratio – 1 Year
0.55
1.18
Sharpe Ratio – 3 Years
0.25
0.74
Worst Rolling Year
4.86%
-0.28%
Value at Worst Rolling Year
₹1.05 Cr
₹1.00 Cr
Deepest Drawdown
−34.92%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
16.62%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 11% · S 71%
Number of Stocks
70
13
Portfolio P/E
29.14
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%