Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs ASK-IVP
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
ASK-IVP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
1.91%
6 Months
8.65%
−1.55%
1 Year
14.07%
2.26%
3 Years
8.50%
3.37%
5 Years
7.26%
4.66%
Since Inception
13.68%
9.07%
Fund Age
6 yrs 11 mo
6 yrs 8 mo
AUM
₹234.24 Cr
₹55.15 Cr
Alpha – 1 Year
9.35%
−0.72%
Alpha – 3 Years
−3.59%
−8.51%
Information Ratio – 3 Years
-0.32
-1.16
Volatility – 1 Year
17.05%
17.30%
Volatility – 3 Years
19.82%
16.20%
Beta – 1 Year
0.90
0.96
Beta – 3 Years
1.09
0.96
Sharpe Ratio – 1 Year
0.55
-0.10
Sharpe Ratio – 3 Years
0.25
-0.05
Worst Rolling Year
4.86%
0.65%
Value at Worst Rolling Year
₹1.05 Cr
₹1.01 Cr
Deepest Drawdown
−34.92%
−23.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.70%
Median Rolling Year
16.62%
10.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 62% · M 31% · S 6%
Number of Stocks
70
26
Portfolio P/E
29.14
31.94
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%
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%