Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Right Horizons - Super Value Fund
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%
3.00%
6 Months
8.65%
20.83%
1 Year
14.07%
12.18%
3 Years
8.50%
13.97%
5 Years
7.26%
17.12%
Since Inception
13.68%
15.75%
Fund Age
6 yrs 11 mo
13 yrs 8 mo
AUM
₹234.24 Cr
₹205.48 Cr
Alpha – 1 Year
9.35%
9.20%
Alpha – 3 Years
−3.59%
2.09%
Information Ratio – 3 Years
-0.32
0.40
Volatility – 1 Year
17.05%
27.53%
Volatility – 3 Years
19.82%
22.15%
Beta – 1 Year
0.90
1.45
Beta – 3 Years
1.09
1.20
Sharpe Ratio – 1 Year
0.55
0.35
Sharpe Ratio – 3 Years
0.25
0.55
Worst Rolling Year
4.86%
-9.57%
Value at Worst Rolling Year
₹1.05 Cr
₹0.90 Cr
Deepest Drawdown
−34.92%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
16.62%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 25% · M 33% · S 39%
L 17% · M 21% · S 60%
Number of Stocks
70
30
Portfolio P/E
29.14
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 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%
2% / 1% / 0%