Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Alchemy High Growth
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Alchemy High Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
4.23%
6 Months
8.65%
0.96%
1 Year
14.07%
14.90%
3 Years
8.50%
14.68%
5 Years
7.26%
10.31%
Since Inception
13.68%
19.96%
Fund Age
6 yrs 11 mo
24 yrs 3 mo
AUM
₹234.24 Cr
₹757.54 Cr
Alpha – 1 Year
9.35%
10.18%
Alpha – 3 Years
−3.59%
2.59%
Information Ratio – 3 Years
-0.32
0.54
Volatility – 1 Year
17.05%
22.77%
Volatility – 3 Years
19.82%
22.88%
Beta – 1 Year
0.90
1.00
Beta – 3 Years
1.09
1.22
Sharpe Ratio – 1 Year
0.55
0.49
Sharpe Ratio – 3 Years
0.25
0.49
Worst Rolling Year
4.86%
-9.25%
Value at Worst Rolling Year
₹1.05 Cr
₹0.91 Cr
Deepest Drawdown
−34.92%
−36.23%
Recovery Period
Not yet recovered
395 days
1-Year Rolling Windows Positive
100.00%
90.02%
Median Rolling Year
16.62%
15.11%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 33% · S 39%
L 41% · M 14% · S 34%
Number of Stocks
70
62
Portfolio P/E
29.14
36.83
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%
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%