Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Ayan-PriceBridge Eternal-Long Life
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Ayan-PriceBridge Eternal-Long Life
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%
0.45%
6 Months
8.65%
1.58%
1 Year
14.07%
−4.61%
3 Years
8.50%
—
5 Years
7.26%
—
Since Inception
13.68%
7.74%
Fund Age
6 yrs 11 mo
2 yrs 7 mo
AUM
₹234.24 Cr
₹33.19 Cr
Alpha – 1 Year
9.35%
−7.59%
Alpha – 3 Years
−3.59%
—
Information Ratio – 3 Years
-0.32
—
Volatility – 1 Year
17.05%
20.19%
Volatility – 3 Years
19.82%
—
Beta – 1 Year
0.90
1.12
Beta – 3 Years
1.09
—
Sharpe Ratio – 1 Year
0.55
-0.41
Sharpe Ratio – 3 Years
0.25
—
Worst Rolling Year
4.86%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−34.92%
−19.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.62%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 33% · S 39%
L 5% · M 31% · S 60%
Number of Stocks
70
50
Portfolio P/E
29.14
39.07
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%
Kotak Nifty Chemicals ETF · 4.93%
Action Construction Equipment Ltd · 4.28%
Ipca Laboratories Ltd · 4.15%
Finolex Cables Ltd · 3.55%
Inventurus Knowledge Solutions Ltd · 3.23%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—