Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
NJ - Bluechip
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%
−1.21%
6 Months
8.65%
5.09%
1 Year
14.07%
0.26%
3 Years
8.50%
9.53%
5 Years
7.26%
5.40%
Since Inception
13.68%
12.09%
Fund Age
6 yrs 11 mo
8 yrs 5 mo
AUM
₹234.24 Cr
₹1,644.09 Cr
Alpha – 1 Year
9.35%
0.61%
Alpha – 3 Years
−3.59%
0.54%
Information Ratio – 3 Years
-0.32
0.06
Volatility – 1 Year
17.05%
17.94%
Volatility – 3 Years
19.82%
17.25%
Beta – 1 Year
0.90
1.03
Beta – 3 Years
1.09
1.11
Sharpe Ratio – 1 Year
0.55
-0.20
Sharpe Ratio – 3 Years
0.25
0.31
Worst Rolling Year
4.86%
2.29%
Value at Worst Rolling Year
₹1.05 Cr
₹1.02 Cr
Deepest Drawdown
−34.92%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 49% · M 36% · S 14%
Number of Stocks
70
20
Portfolio P/E
29.14
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%