Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Ksema - Alpha
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%
1.08%
6 Months
8.65%
1.74%
1 Year
14.07%
10.49%
3 Years
8.50%
12.80%
5 Years
7.26%
12.91%
Since Inception
13.68%
15.37%
Fund Age
6 yrs 11 mo
7 yrs 7 mo
AUM
₹234.24 Cr
₹15.96 Cr
Alpha – 1 Year
9.35%
10.84%
Alpha – 3 Years
−3.59%
3.80%
Information Ratio – 3 Years
-0.32
0.47
Volatility – 1 Year
17.05%
19.22%
Volatility – 3 Years
19.82%
17.53%
Beta – 1 Year
0.90
1.18
Beta – 3 Years
1.09
1.15
Sharpe Ratio – 1 Year
0.55
0.34
Sharpe Ratio – 3 Years
0.25
0.48
Worst Rolling Year
4.86%
12.46%
Value at Worst Rolling Year
₹1.05 Cr
₹1.12 Cr
Deepest Drawdown
−34.92%
−19.38%
Recovery Period
Not yet recovered
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
18.63%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 64% · M 15% · S 21%
Number of Stocks
70
38
Portfolio P/E
29.14
24.65
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%
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%