Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
IFM Alphaedge Growth 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%
1.32%
6 Months
8.65%
7.54%
1 Year
14.07%
8.20%
3 Years
8.50%
—
5 Years
7.26%
—
Since Inception
13.68%
2.83%
Fund Age
6 yrs 11 mo
14 mo
AUM
₹234.24 Cr
₹18.5 Cr
Alpha – 1 Year
9.35%
3.48%
Alpha – 3 Years
−3.59%
—
Information Ratio – 3 Years
-0.32
—
Volatility – 1 Year
17.05%
18.53%
Volatility – 3 Years
19.82%
—
Beta – 1 Year
0.90
1.05
Beta – 3 Years
1.09
—
Sharpe Ratio – 1 Year
0.55
0.23
Sharpe Ratio – 3 Years
0.25
—
Worst Rolling Year
4.86%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−34.92%
−14.67%
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 47% · M 18% · S 29%
Number of Stocks
70
15
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%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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