Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Ambit Investment Advisors - Good & Clean
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Ambit Investment Advisors - Good & Clean
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%
4.14%
6 Months
8.65%
12.03%
1 Year
14.07%
22.15%
3 Years
8.50%
14.49%
5 Years
7.26%
12.37%
Since Inception
13.68%
12.90%
Fund Age
6 yrs 11 mo
11 yrs 5 mo
AUM
₹234.24 Cr
₹441.87 Cr
Alpha – 1 Year
9.35%
17.43%
Alpha – 3 Years
−3.59%
2.40%
Information Ratio – 3 Years
-0.32
0.31
Volatility – 1 Year
17.05%
19.08%
Volatility – 3 Years
19.82%
17.65%
Beta – 1 Year
0.90
1.04
Beta – 3 Years
1.09
1.05
Sharpe Ratio – 1 Year
0.55
0.87
Sharpe Ratio – 3 Years
0.25
0.56
Worst Rolling Year
4.86%
-0.27%
Value at Worst Rolling Year
₹1.05 Cr
₹1.00 Cr
Deepest Drawdown
−34.92%
−20.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
99.03%
Median Rolling Year
16.62%
14.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 41% · M 34% · S 25%
Number of Stocks
70
29
Portfolio P/E
29.14
31.76
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%
Lupin Ltd · 6.00%
Shriram Finance Ltd · 6.00%
Aegis Logistics Ltd · 5.00%
TVS Motor Company Ltd · 5.00%
Bharat Electronics Ltd · 5.00%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
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%