Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Sundaram Alternate - SISOP
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%
5.72%
6 Months
8.65%
23.48%
1 Year
14.07%
38.68%
3 Years
8.50%
26.01%
5 Years
7.26%
16.58%
Since Inception
13.68%
18.98%
Fund Age
6 yrs 11 mo
16 yrs 6 mo
AUM
₹234.24 Cr
₹1,885.18 Cr
Alpha – 1 Year
9.35%
33.96%
Alpha – 3 Years
−3.59%
13.92%
Information Ratio – 3 Years
-0.32
1.27
Volatility – 1 Year
17.05%
28.06%
Volatility – 3 Years
19.82%
20.41%
Beta – 1 Year
0.90
1.39
Beta – 3 Years
1.09
1.06
Sharpe Ratio – 1 Year
0.55
1.12
Sharpe Ratio – 3 Years
0.25
1.06
Worst Rolling Year
4.86%
-4.06%
Value at Worst Rolling Year
₹1.05 Cr
₹0.96 Cr
Deepest Drawdown
−34.92%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
16.62%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 25% · M 33% · S 39%
L 40% · M 32% · S 24%
Number of Stocks
70
28
Portfolio P/E
29.14
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%