Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Ambit-Alpha Growth
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Ambit-Alpha Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
−1.10%
6 Months
−2.30%
12.88%
1 Year
1.68%
−0.84%
3 Years
13.91%
15.76%
5 Years
—
16.23%
Since Inception
14.05%
21.25%
Fund Age
3 yrs 10 mo
5 yrs 6 mo
AUM
₹53.78 Cr
₹529.7 Cr
Alpha – 1 Year
−3.04%
−0.41%
Alpha – 3 Years
1.82%
7.19%
Information Ratio – 3 Years
0.34
0.42
Volatility – 1 Year
15.80%
20.62%
Volatility – 3 Years
15.64%
22.08%
Beta – 1 Year
0.86
0.94
Beta – 3 Years
0.97
0.96
Sharpe Ratio – 1 Year
-0.15
-0.21
Sharpe Ratio – 3 Years
0.71
0.56
Worst Rolling Year
15.78%
15.76%
Value at Worst Rolling Year
₹1.16 Cr
₹1.16 Cr
Deepest Drawdown
−18.40%
−33.96%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
29.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 7% · M 7% · S 82%
Number of Stocks
—
91
Portfolio P/E
—
30.00
Top 5 Holdings
—
Cash & Cash Equivalent · 4.80%
Senores Pharmaceuticals Ltd · 4.67%
Ujjivan Small Finance Bank Ltd · 3.95%
Supriya Lifescience Ltd · 3.82%
Bajaj Auto Ltd · 3.48%
Top Sectors
—
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Fixed Fee
2.25% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%