Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs AlfAccurate Advisors - AAA Budding Beasts
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
AlfAccurate Advisors - AAA Budding Beasts
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%
4.40%
6 Months
8.65%
22.62%
1 Year
14.07%
24.22%
3 Years
8.50%
21.85%
5 Years
7.26%
23.03%
Since Inception
13.68%
26.36%
Fund Age
6 yrs 11 mo
5 yrs 7 mo
AUM
₹234.24 Cr
₹1,251.52 Cr
Alpha – 1 Year
9.35%
19.50%
Alpha – 3 Years
−3.59%
9.76%
Information Ratio – 3 Years
-0.32
1.14
Volatility – 1 Year
17.05%
21.48%
Volatility – 3 Years
19.82%
19.09%
Beta – 1 Year
0.90
1.12
Beta – 3 Years
1.09
1.08
Sharpe Ratio – 1 Year
0.55
0.87
Sharpe Ratio – 3 Years
0.25
0.92
Worst Rolling Year
4.86%
19.03%
Value at Worst Rolling Year
₹1.05 Cr
₹1.19 Cr
Deepest Drawdown
−34.92%
−23.65%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
25.78%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 14% · M 27% · S 55%
Number of Stocks
70
60
Portfolio P/E
29.14
39.40
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%
Aditya Infotech Ltd · 4.75%
Timex Group India Ltd · 3.20%
TVS Motor Company Ltd · 3.02%
Shriram Finance Ltd · 3.01%
Senores Pharmaceuticals Ltd · 2.97%
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%
2% / 0% / 0%