Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Bonanza - Edge
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%
4.43%
6 Months
8.65%
22.24%
1 Year
14.07%
21.33%
3 Years
8.50%
15.83%
5 Years
7.26%
20.63%
Since Inception
13.68%
19.53%
Fund Age
6 yrs 11 mo
11 yrs
AUM
₹234.24 Cr
₹101.92 Cr
Alpha – 1 Year
9.35%
21.68%
Alpha – 3 Years
−3.59%
6.83%
Information Ratio – 3 Years
-0.32
0.61
Volatility – 1 Year
17.05%
21.87%
Volatility – 3 Years
19.82%
21.68%
Beta – 1 Year
0.90
1.10
Beta – 3 Years
1.09
1.12
Sharpe Ratio – 1 Year
0.55
0.75
Sharpe Ratio – 3 Years
0.25
0.65
Worst Rolling Year
4.86%
-17.09%
Value at Worst Rolling Year
₹1.05 Cr
₹0.83 Cr
Deepest Drawdown
−34.92%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
16.62%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 15% · M 12% · S 59%
Number of Stocks
70
65
Portfolio P/E
29.14
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
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%