Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Anand Rathi Advisors - Impress PMS
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Anand Rathi Advisors - Impress PMS
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%
4.97%
6 Months
8.65%
23.68%
1 Year
14.07%
18.36%
3 Years
8.50%
19.56%
5 Years
7.26%
16.83%
Since Inception
13.68%
14.91%
Fund Age
6 yrs 11 mo
9 yrs 3 mo
AUM
₹234.24 Cr
₹884.23 Cr
Alpha – 1 Year
9.35%
13.64%
Alpha – 3 Years
−3.59%
7.47%
Information Ratio – 3 Years
-0.32
0.73
Volatility – 1 Year
17.05%
27.03%
Volatility – 3 Years
19.82%
23.64%
Beta – 1 Year
0.90
1.39
Beta – 3 Years
1.09
1.25
Sharpe Ratio – 1 Year
0.55
0.55
Sharpe Ratio – 3 Years
0.25
0.71
Worst Rolling Year
4.86%
-7.52%
Value at Worst Rolling Year
₹1.05 Cr
₹0.92 Cr
Deepest Drawdown
−34.92%
−24.68%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
91.90%
Median Rolling Year
16.62%
22.43%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 14% · M 23% · S 57%
Number of Stocks
70
18
Portfolio P/E
29.14
42.38
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 · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%