Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Sowilo Multicap Fund
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%
3.12%
6 Months
8.65%
20.18%
1 Year
14.07%
17.30%
3 Years
8.50%
18.32%
5 Years
7.26%
—
Since Inception
13.68%
21.17%
Fund Age
6 yrs 11 mo
3 yrs 2 mo
AUM
₹234.24 Cr
₹171.55 Cr
Alpha – 1 Year
9.35%
12.58%
Alpha – 3 Years
−3.59%
6.23%
Information Ratio – 3 Years
-0.32
0.82
Volatility – 1 Year
17.05%
24.39%
Volatility – 3 Years
19.82%
21.61%
Beta – 1 Year
0.90
1.30
Beta – 3 Years
1.09
1.25
Sharpe Ratio – 1 Year
0.55
0.55
Sharpe Ratio – 3 Years
0.25
0.70
Worst Rolling Year
4.86%
18.30%
Value at Worst Rolling Year
₹1.05 Cr
₹1.18 Cr
Deepest Drawdown
−34.92%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 33% · S 39%
L 4% · M 4% · S 88%
Number of Stocks
70
82
Portfolio P/E
29.14
—
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%