Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
8.65%
24.02%
1 Year
14.07%
36.06%
3 Years
8.50%
24.43%
5 Years
7.26%
16.10%
Since Inception
13.68%
15.98%
Fund Age
6 yrs 11 mo
14 yrs 10 mo
AUM
₹234.24 Cr
₹214.08 Cr
Alpha – 1 Year
9.35%
31.34%
Alpha – 3 Years
−3.59%
12.34%
Information Ratio – 3 Years
-0.32
1.07
Volatility – 1 Year
17.05%
26.85%
Volatility – 3 Years
19.82%
19.70%
Beta – 1 Year
0.90
1.34
Beta – 3 Years
1.09
1.03
Sharpe Ratio – 1 Year
0.55
1.08
Sharpe Ratio – 3 Years
0.25
0.96
Worst Rolling Year
4.86%
-9.81%
Value at Worst Rolling Year
₹1.05 Cr
₹0.90 Cr
Deepest Drawdown
−34.92%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
16.62%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 40% · M 33% · S 24%
Number of Stocks
70
31
Portfolio P/E
29.14
42.55
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 · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%