Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
3.29%
6 Months
8.65%
14.68%
1 Year
14.07%
11.65%
3 Years
8.50%
7.09%
5 Years
7.26%
8.41%
Since Inception
13.68%
10.45%
Fund Age
6 yrs 11 mo
10 yrs 5 mo
AUM
₹234.24 Cr
₹24.48 Cr
Alpha – 1 Year
9.35%
12.00%
Alpha – 3 Years
−3.59%
−1.90%
Information Ratio – 3 Years
-0.32
-0.12
Volatility – 1 Year
17.05%
20.48%
Volatility – 3 Years
19.82%
16.32%
Beta – 1 Year
0.90
1.11
Beta – 3 Years
1.09
1.00
Sharpe Ratio – 1 Year
0.55
0.36
Sharpe Ratio – 3 Years
0.25
0.15
Worst Rolling Year
4.86%
-5.06%
Value at Worst Rolling Year
₹1.05 Cr
₹0.95 Cr
Deepest Drawdown
−34.92%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
16.62%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 41% · M 5% · S 35%
Number of Stocks
70
31
Portfolio P/E
29.14
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –