Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Ayan-PriceBridge Direct MF
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Ayan-PriceBridge Direct MF
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%
1.86%
6 Months
8.65%
3.14%
1 Year
14.07%
14.41%
3 Years
8.50%
16.50%
5 Years
7.26%
—
Since Inception
13.68%
17.99%
Fund Age
6 yrs 11 mo
3 yrs 2 mo
AUM
₹234.24 Cr
₹19.19 Cr
Alpha – 1 Year
9.35%
14.84%
Alpha – 3 Years
−3.59%
7.93%
Information Ratio – 3 Years
-0.32
1.26
Volatility – 1 Year
17.05%
16.65%
Volatility – 3 Years
19.82%
14.41%
Beta – 1 Year
0.90
0.95
Beta – 3 Years
1.09
0.95
Sharpe Ratio – 1 Year
0.55
0.57
Sharpe Ratio – 3 Years
0.25
0.78
Worst Rolling Year
4.86%
16.17%
Value at Worst Rolling Year
₹1.05 Cr
₹1.16 Cr
Deepest Drawdown
−34.92%
−18.49%
Recovery Period
Not yet recovered
257 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
17.49%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 33% · S 39%
L 52% · M 24% · S 17%
Number of Stocks
70
48
Portfolio P/E
29.14
—
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%
DSP Nifty Next 50 Index Fund - Direct (G) · 11.21%
SBI PSU Fund - Direct (G) · 9.19%
ICICI Pru Nifty Bank Index Fund - Direct (G) · 7.02%
Tata Resources & Energy Fund - Direct (G) · 7.01%
DSP Nifty 50 Equal Weight Index Fund - Dir (G) · 6.44%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Fixed Fee
2.50% / yr
0.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%