Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Equirus Securities - Long Horizon Fund
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%
5.54%
6 Months
8.65%
29.52%
1 Year
14.07%
27.35%
3 Years
8.50%
14.30%
5 Years
7.26%
12.28%
Since Inception
13.68%
21.22%
Fund Age
6 yrs 11 mo
9 yrs 10 mo
AUM
₹234.24 Cr
₹374.43 Cr
Alpha – 1 Year
9.35%
22.63%
Alpha – 3 Years
−3.59%
2.21%
Information Ratio – 3 Years
-0.32
0.15
Volatility – 1 Year
17.05%
28.49%
Volatility – 3 Years
19.82%
24.50%
Beta – 1 Year
0.90
1.39
Beta – 3 Years
1.09
1.24
Sharpe Ratio – 1 Year
0.55
0.80
Sharpe Ratio – 3 Years
0.25
0.46
Worst Rolling Year
4.86%
-3.89%
Value at Worst Rolling Year
₹1.05 Cr
₹0.96 Cr
Deepest Drawdown
−34.92%
−30.92%
Recovery Period
Not yet recovered
484 days
1-Year Rolling Windows Positive
100.00%
98.76%
Median Rolling Year
16.62%
18.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
M 4% · S 95%
Number of Stocks
70
29
Portfolio P/E
29.14
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%