Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Ambit Investment Advisors - Coffee Can
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
1.07%
6 Months
12.88%
0.22%
1 Year
−0.84%
−0.22%
3 Years
15.76%
10.30%
5 Years
16.23%
7.32%
Since Inception
21.25%
13.09%
Fund Age
5 yrs 6 mo
9 yrs 5 mo
AUM
₹529.7 Cr
₹1,137.66 Cr
Alpha – 1 Year
−0.41%
0.13%
Alpha – 3 Years
7.19%
1.30%
Information Ratio – 3 Years
0.42
0.24
Volatility – 1 Year
20.62%
15.66%
Volatility – 3 Years
22.08%
13.99%
Beta – 1 Year
0.94
0.91
Beta – 3 Years
0.96
0.93
Sharpe Ratio – 1 Year
-0.21
-0.28
Sharpe Ratio – 3 Years
0.56
0.40
Worst Rolling Year
15.76%
-24.48%
Value at Worst Rolling Year
₹1.16 Cr
₹0.76 Cr
Deepest Drawdown
−33.96%
−68.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
99.28%
Median Rolling Year
29.75%
13.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 67% · M 13% · S 12%
Number of Stocks
91
25
Portfolio P/E
30.00
36.65
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%
Cash & Cash Equivalent · 10.00%
HDFC Bank Ltd · 9.00%
Eicher Motors Ltd · 7.00%
Eternal Ltd · 7.00%
Bharti Airtel Ltd · 6.00%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%