Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
8.65%
8.08%
1 Year
14.07%
10.16%
3 Years
8.50%
15.60%
5 Years
7.26%
—
Since Inception
13.68%
19.84%
Fund Age
6 yrs 11 mo
6 yrs 11 mo
AUM
₹234.24 Cr
₹3.18 Cr
Alpha – 1 Year
9.35%
7.18%
Alpha – 3 Years
−3.59%
3.72%
Information Ratio – 3 Years
-0.32
0.60
Volatility – 1 Year
17.05%
19.93%
Volatility – 3 Years
19.82%
18.09%
Beta – 1 Year
0.90
1.12
Beta – 3 Years
1.09
1.14
Sharpe Ratio – 1 Year
0.55
0.31
Sharpe Ratio – 3 Years
0.25
0.60
Worst Rolling Year
4.86%
14.68%
Value at Worst Rolling Year
₹1.05 Cr
₹1.15 Cr
Deepest Drawdown
−34.92%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 33% · S 39%
L 31% · M 55% · S 12%
Number of Stocks
70
29
Portfolio P/E
29.14
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –