Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Anand Rathi Advisors - Impress PMS
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Anand Rathi Advisors - Impress PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
4.97%
6 Months
12.88%
23.68%
1 Year
−0.84%
18.36%
3 Years
15.76%
19.56%
5 Years
16.23%
16.83%
Since Inception
21.25%
14.91%
Fund Age
5 yrs 6 mo
9 yrs 3 mo
AUM
₹529.7 Cr
₹884.23 Cr
Alpha – 1 Year
−0.41%
13.64%
Alpha – 3 Years
7.19%
7.47%
Information Ratio – 3 Years
0.42
0.73
Volatility – 1 Year
20.62%
27.03%
Volatility – 3 Years
22.08%
23.64%
Beta – 1 Year
0.94
1.39
Beta – 3 Years
0.96
1.25
Sharpe Ratio – 1 Year
-0.21
0.55
Sharpe Ratio – 3 Years
0.56
0.71
Worst Rolling Year
15.76%
-7.52%
Value at Worst Rolling Year
₹1.16 Cr
₹0.92 Cr
Deepest Drawdown
−33.96%
−24.68%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
91.90%
Median Rolling Year
29.75%
22.43%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 14% · M 23% · S 57%
Number of Stocks
91
18
Portfolio P/E
30.00
42.38
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 · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
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%