Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Ambit Investment Advisors - Coffee Can
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
1.07%
6 Months
8.65%
0.22%
1 Year
14.07%
−0.22%
3 Years
8.50%
10.30%
5 Years
7.26%
7.32%
Since Inception
13.68%
13.09%
Fund Age
6 yrs 11 mo
9 yrs 5 mo
AUM
₹234.24 Cr
₹1,137.66 Cr
Alpha – 1 Year
9.35%
0.13%
Alpha – 3 Years
−3.59%
1.30%
Information Ratio – 3 Years
-0.32
0.24
Volatility – 1 Year
17.05%
15.66%
Volatility – 3 Years
19.82%
13.99%
Beta – 1 Year
0.90
0.91
Beta – 3 Years
1.09
0.93
Sharpe Ratio – 1 Year
0.55
-0.28
Sharpe Ratio – 3 Years
0.25
0.40
Worst Rolling Year
4.86%
-24.48%
Value at Worst Rolling Year
₹1.05 Cr
₹0.76 Cr
Deepest Drawdown
−34.92%
−68.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
99.28%
Median Rolling Year
16.62%
13.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 67% · M 13% · S 12%
Number of Stocks
70
25
Portfolio P/E
29.14
36.65
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%
Cash & Cash Equivalent · 10.00%
HDFC Bank Ltd · 9.00%
Eicher Motors Ltd · 7.00%
Eternal Ltd · 7.00%
Bharti Airtel Ltd · 6.00%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
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%