Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Ambit - caliber
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Ambit - caliber
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
1.17%
6 Months
12.88%
3.92%
1 Year
−0.84%
9.29%
3 Years
15.76%
14.80%
5 Years
16.23%
9.78%
Since Inception
21.25%
14.35%
Fund Age
5 yrs 6 mo
5 yrs 5 mo
AUM
₹529.7 Cr
₹95.56 Cr
Alpha – 1 Year
−0.41%
9.72%
Alpha – 3 Years
7.19%
6.23%
Information Ratio – 3 Years
0.42
0.76
Volatility – 1 Year
20.62%
16.82%
Volatility – 3 Years
22.08%
15.81%
Beta – 1 Year
0.94
1.02
Beta – 3 Years
0.96
0.98
Sharpe Ratio – 1 Year
-0.21
0.29
Sharpe Ratio – 3 Years
0.56
0.61
Worst Rolling Year
15.76%
5.26%
Value at Worst Rolling Year
₹1.16 Cr
₹1.05 Cr
Deepest Drawdown
−33.96%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
15.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 55% · M 33% · S 10%
Number of Stocks
91
59
Portfolio P/E
30.00
34.30
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%
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Fixed Fee
1.75% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%