The investment objective of Alchemy Ascent PMS is to generate long term risk-adjusted returns.
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
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Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
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QRC Report Card *
Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
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Alchemy Capital Management Ascent | Multi Cap | Alok Agarwal | 03 September 2019 | 5Y 1M | BSE 500 TRI | 5 |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
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Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
Nifty 50 | 15.62% | 20.82% | 70.69% | 36.44% | 1.07 | 15.77% | 3.66 | 7.48% | 0.51 | 53.45 % |
Nifty 500 | 7.48% | 16.78% | 24.26% | 1.25 | 3.90% | 0.30 | 53.45 % | |||
Nifty Midcap 100 | -8.46% | 14.14% | 5.68% | 1.10 | -5.70% | -0.48 | 48.28 % | |||
Nifty Smallcap 100 | -15.98% | 8.52% | -7.46% | 0.68 | -4.06% | -0.31 | 39.66 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 30 Sep 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Jun 24.