Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Bonanza - Growth
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%
3.68%
6 Months
8.65%
−1.81%
1 Year
14.07%
5.85%
3 Years
8.50%
8.65%
5 Years
7.26%
7.90%
Since Inception
13.68%
16.09%
Fund Age
6 yrs 11 mo
16 yrs 4 mo
AUM
₹234.24 Cr
₹22.08 Cr
Alpha – 1 Year
9.35%
6.20%
Alpha – 3 Years
−3.59%
−0.35%
Information Ratio – 3 Years
-0.32
0.11
Volatility – 1 Year
17.05%
17.32%
Volatility – 3 Years
19.82%
15.11%
Beta – 1 Year
0.90
0.79
Beta – 3 Years
1.09
0.87
Sharpe Ratio – 1 Year
0.55
0.10
Sharpe Ratio – 3 Years
0.25
0.36
Worst Rolling Year
4.86%
0.88%
Value at Worst Rolling Year
₹1.05 Cr
₹1.01 Cr
Deepest Drawdown
−34.92%
−17.79%
Recovery Period
Not yet recovered
297 days
1-Year Rolling Windows Positive
100.00%
99.98%
Median Rolling Year
16.62%
18.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 22% · M 16% · S 47%
Number of Stocks
70
37
Portfolio P/E
29.14
45.09
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 · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
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%