Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.39%
10.15%
6 Months
8.65%
31.39%
1 Year
14.07%
26.01%
3 Years
8.50%
19.28%
5 Years
7.26%
23.67%
Since Inception
13.68%
28.23%
Fund Age
6 yrs 11 mo
5 yrs 4 mo
AUM
₹234.24 Cr
₹483.07 Cr
Alpha – 1 Year
9.35%
21.29%
Alpha – 3 Years
−3.59%
7.19%
Information Ratio – 3 Years
-0.32
0.38
Volatility – 1 Year
17.05%
27.77%
Volatility – 3 Years
19.82%
26.19%
Beta – 1 Year
0.90
1.29
Beta – 3 Years
1.09
1.20
Sharpe Ratio – 1 Year
0.55
0.78
Sharpe Ratio – 3 Years
0.25
0.61
Worst Rolling Year
4.86%
19.29%
Value at Worst Rolling Year
₹1.05 Cr
₹1.19 Cr
Deepest Drawdown
−34.92%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 12% · M 6% · S 81%
Number of Stocks
70
63
Portfolio P/E
29.14
62.66
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%
—
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%