Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
3.93%
6 Months
8.65%
25.32%
1 Year
14.07%
18.21%
3 Years
8.50%
32.70%
5 Years
7.26%
23.63%
Since Inception
13.68%
28.38%
Fund Age
6 yrs 11 mo
7 yrs 10 mo
AUM
₹234.24 Cr
₹8,686.39 Cr
Alpha – 1 Year
9.35%
13.49%
Alpha – 3 Years
−3.59%
20.61%
Information Ratio – 3 Years
-0.32
1.92
Volatility – 1 Year
17.05%
22.97%
Volatility – 3 Years
19.82%
19.40%
Beta – 1 Year
0.90
1.12
Beta – 3 Years
1.09
0.98
Sharpe Ratio – 1 Year
0.55
0.61
Sharpe Ratio – 3 Years
0.25
1.30
Worst Rolling Year
4.86%
17.00%
Value at Worst Rolling Year
₹1.05 Cr
₹1.17 Cr
Deepest Drawdown
−34.92%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 37% · M 30% · S 25%
Number of Stocks
70
43
Portfolio P/E
29.14
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%