Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
10.24%
6 Months
8.65%
31.65%
1 Year
14.07%
26.47%
3 Years
8.50%
18.72%
5 Years
7.26%
16.28%
Since Inception
13.68%
14.51%
Fund Age
6 yrs 11 mo
10 yrs 10 mo
AUM
₹234.24 Cr
₹423.36 Cr
Alpha – 1 Year
9.35%
21.75%
Alpha – 3 Years
−3.59%
6.63%
Information Ratio – 3 Years
-0.32
0.36
Volatility – 1 Year
17.05%
28.25%
Volatility – 3 Years
19.82%
24.90%
Beta – 1 Year
0.90
1.32
Beta – 3 Years
1.09
1.13
Sharpe Ratio – 1 Year
0.55
0.78
Sharpe Ratio – 3 Years
0.25
0.60
Worst Rolling Year
4.86%
-5.98%
Value at Worst Rolling Year
₹1.05 Cr
₹0.94 Cr
Deepest Drawdown
−34.92%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
16.62%
14.66%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 12% · M 6% · S 82%
Number of Stocks
70
62
Portfolio P/E
29.14
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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%