Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
0.97%
6 Months
8.65%
6.33%
1 Year
14.07%
−0.99%
3 Years
8.50%
6.26%
5 Years
7.26%
6.47%
Since Inception
13.68%
5.18%
Fund Age
6 yrs 11 mo
19 yrs 5 mo
AUM
₹234.24 Cr
₹95.89 Cr
Alpha – 1 Year
9.35%
2.51%
Alpha – 3 Years
−3.59%
−2.73%
Information Ratio – 3 Years
-0.32
-0.10
Volatility – 1 Year
17.05%
20.93%
Volatility – 3 Years
19.82%
17.77%
Beta – 1 Year
0.90
1.14
Beta – 3 Years
1.09
1.05
Sharpe Ratio – 1 Year
0.55
-0.20
Sharpe Ratio – 3 Years
0.25
0.23
Worst Rolling Year
4.86%
-21.50%
Value at Worst Rolling Year
₹1.05 Cr
₹0.79 Cr
Deepest Drawdown
−34.92%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
16.62%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 25% · M 33% · S 39%
L 77% · M 12% · S 11%
Number of Stocks
70
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%