Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Quest Investment Managers – Flagship
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%
6.42%
6 Months
8.65%
15.63%
1 Year
14.07%
0.27%
3 Years
8.50%
12.69%
5 Years
7.26%
8.81%
Since Inception
13.68%
15.48%
Fund Age
6 yrs 11 mo
18 yrs 10 mo
AUM
₹234.24 Cr
₹406.27 Cr
Alpha – 1 Year
9.35%
−4.45%
Alpha – 3 Years
−3.59%
0.61%
Information Ratio – 3 Years
-0.32
0.21
Volatility – 1 Year
17.05%
22.89%
Volatility – 3 Years
19.82%
19.09%
Beta – 1 Year
0.90
1.13
Beta – 3 Years
1.09
1.05
Sharpe Ratio – 1 Year
0.55
-0.11
Sharpe Ratio – 3 Years
0.25
0.45
Worst Rolling Year
4.86%
-10.83%
Value at Worst Rolling Year
₹1.05 Cr
₹0.89 Cr
Deepest Drawdown
−34.92%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
16.62%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 28% · M 26% · S 45%
Number of Stocks
70
29
Portfolio P/E
29.14
38.78
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
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%