Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Piper Serica Advisors - Leader Portfolio
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%
3.10%
6 Months
8.65%
24.70%
1 Year
14.07%
21.80%
3 Years
8.50%
16.46%
5 Years
7.26%
12.29%
Since Inception
13.68%
17.31%
Fund Age
6 yrs 11 mo
7 yrs 2 mo
AUM
₹234.24 Cr
₹328.39 Cr
Alpha – 1 Year
9.35%
22.15%
Alpha – 3 Years
−3.59%
7.46%
Information Ratio – 3 Years
-0.32
1.55
Volatility – 1 Year
17.05%
22.56%
Volatility – 3 Years
19.82%
18.01%
Beta – 1 Year
0.90
1.10
Beta – 3 Years
1.09
0.98
Sharpe Ratio – 1 Year
0.55
0.85
Sharpe Ratio – 3 Years
0.25
1.07
Worst Rolling Year
4.86%
7.49%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−34.92%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
—
Number of Stocks
70
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
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% / 1%