Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Anand Rathi Advisors - MNC PMS
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Anand Rathi Advisors - MNC PMS
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%
0.15%
6 Months
12.88%
9.28%
1 Year
−0.84%
4.13%
3 Years
15.76%
7.71%
5 Years
16.23%
8.27%
Since Inception
21.25%
11.49%
Fund Age
5 yrs 6 mo
8 yrs 5 mo
AUM
₹529.7 Cr
₹123.55 Cr
Alpha – 1 Year
−0.41%
−0.59%
Alpha – 3 Years
7.19%
−4.38%
Information Ratio – 3 Years
0.42
-0.33
Volatility – 1 Year
20.62%
21.50%
Volatility – 3 Years
22.08%
16.95%
Beta – 1 Year
0.94
1.12
Beta – 3 Years
0.96
0.97
Sharpe Ratio – 1 Year
-0.21
-0.02
Sharpe Ratio – 3 Years
0.56
0.26
Worst Rolling Year
15.76%
7.04%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−33.96%
−24.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
15.95%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 29% · M 38% · S 31%
Number of Stocks
91
20
Portfolio P/E
30.00
49.58
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%
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
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%