Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
7.67%
6 Months
8.65%
27.70%
1 Year
14.07%
47.52%
3 Years
8.50%
23.98%
5 Years
7.26%
15.87%
Since Inception
13.68%
18.55%
Fund Age
6 yrs 11 mo
16 yrs 2 mo
AUM
₹234.24 Cr
₹1,022.92 Cr
Alpha – 1 Year
9.35%
42.80%
Alpha – 3 Years
−3.59%
11.89%
Information Ratio – 3 Years
-0.32
1.12
Volatility – 1 Year
17.05%
28.29%
Volatility – 3 Years
19.82%
20.76%
Beta – 1 Year
0.90
1.36
Beta – 3 Years
1.09
1.07
Sharpe Ratio – 1 Year
0.55
1.33
Sharpe Ratio – 3 Years
0.25
0.99
Worst Rolling Year
4.86%
-4.58%
Value at Worst Rolling Year
₹1.05 Cr
₹0.95 Cr
Deepest Drawdown
−34.92%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
16.62%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 22% · M 32% · S 42%
Number of Stocks
70
26
Portfolio P/E
29.14
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%