Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Anand Rathi Advisors - Decennium Opportunity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
1.56%
6 Months
12.88%
11.47%
1 Year
−0.84%
5.40%
3 Years
15.76%
7.77%
5 Years
16.23%
—
Since Inception
21.25%
9.99%
Fund Age
5 yrs 6 mo
4 yrs 9 mo
AUM
₹529.7 Cr
₹144.91 Cr
Alpha – 1 Year
−0.41%
0.68%
Alpha – 3 Years
7.19%
−4.32%
Information Ratio – 3 Years
0.42
0.13
Volatility – 1 Year
20.62%
24.35%
Volatility – 3 Years
22.08%
20.17%
Beta – 1 Year
0.94
1.26
Beta – 3 Years
0.96
1.11
Sharpe Ratio – 1 Year
-0.21
0.11
Sharpe Ratio – 3 Years
0.56
0.39
Worst Rolling Year
15.76%
7.72%
Value at Worst Rolling Year
₹1.16 Cr
₹1.08 Cr
Deepest Drawdown
−33.96%
−31.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
12.92%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
L 33% · M 4% · S 58%
Number of Stocks
91
15
Portfolio P/E
30.00
50.52
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%
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%