Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Asit C Mehta - Ace Multi-asset Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Asit C Mehta - Ace Multi-asset Portfolio
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%
1.26%
6 Months
12.88%
8.39%
1 Year
−0.84%
14.45%
3 Years
15.76%
20.39%
5 Years
16.23%
20.20%
Since Inception
21.25%
16.82%
Fund Age
5 yrs 6 mo
7 yrs 10 mo
AUM
₹529.7 Cr
₹12.77 Cr
Alpha – 1 Year
−0.41%
7.59%
Alpha – 3 Years
7.19%
9.35%
Information Ratio – 3 Years
0.42
0.38
Volatility – 1 Year
20.62%
12.27%
Volatility – 3 Years
22.08%
16.07%
Beta – 1 Year
0.94
1.23
Beta – 3 Years
0.96
1.51
Sharpe Ratio – 1 Year
-0.21
0.74
Sharpe Ratio – 3 Years
0.56
0.80
Worst Rolling Year
15.76%
6.14%
Value at Worst Rolling Year
₹1.16 Cr
₹1.06 Cr
Deepest Drawdown
−33.96%
−17.38%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
26.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 22% · M 19% · S 28%
Number of Stocks
91
23
Portfolio P/E
30.00
26.00
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%
Powergrid Infrastructure Investment Trust · 9.16%
BHARAT Bond ETF - April 2033 · 6.41%
Cash & Cash Equivalent · 6.22%
Coal India Ltd · 5.62%
Piramal Pharma Ltd · 5.28%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%