Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Right Horizons - Perennial
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%
−0.19%
6 Months
8.65%
11.46%
1 Year
14.07%
8.21%
3 Years
8.50%
12.09%
5 Years
7.26%
11.81%
Since Inception
13.68%
13.34%
Fund Age
6 yrs 11 mo
5 yrs 3 mo
AUM
₹234.24 Cr
₹34.29 Cr
Alpha – 1 Year
9.35%
5.23%
Alpha – 3 Years
−3.59%
0.21%
Information Ratio – 3 Years
-0.32
0.17
Volatility – 1 Year
17.05%
24.84%
Volatility – 3 Years
19.82%
21.42%
Beta – 1 Year
0.90
1.25
Beta – 3 Years
1.09
1.08
Sharpe Ratio – 1 Year
0.55
0.21
Sharpe Ratio – 3 Years
0.25
0.49
Worst Rolling Year
4.86%
7.11%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−34.92%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 5% · M 7% · S 69%
Number of Stocks
70
37
Portfolio P/E
29.14
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2.5% / 0% / 0%