Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs AlfAccurate Advisors - AAA Couture
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
AlfAccurate Advisors - AAA Couture
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%
7.93%
6 Months
8.65%
43.59%
1 Year
14.07%
46.18%
3 Years
8.50%
—
5 Years
7.26%
—
Since Inception
13.68%
25.82%
Fund Age
6 yrs 11 mo
2 yrs 11 mo
AUM
₹234.24 Cr
₹392.78 Cr
Alpha – 1 Year
9.35%
41.46%
Alpha – 3 Years
−3.59%
—
Information Ratio – 3 Years
-0.32
—
Volatility – 1 Year
17.05%
26.76%
Volatility – 3 Years
19.82%
20.33%
Beta – 1 Year
0.90
1.20
Beta – 3 Years
1.09
—
Sharpe Ratio – 1 Year
0.55
1.36
Sharpe Ratio – 3 Years
0.25
1.02
Worst Rolling Year
4.86%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−34.92%
−20.83%
Recovery Period
Not yet recovered
254 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.62%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 33% · S 39%
L 9% · M 21% · S 59%
Number of Stocks
70
21
Portfolio P/E
29.14
44.70
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%
Timex Group India Ltd · 10.06%
Aditya Infotech Ltd · 8.23%
Syrma SGS Technology Ltd · 7.07%
BSE Ltd · 5.61%
Sansera Engineering Ltd · 5.47%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / – / –