Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs ASK - ISP
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
ASK - ISP
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%
2.48%
6 Months
12.88%
−4.44%
1 Year
−0.84%
−4.32%
3 Years
15.76%
3.67%
5 Years
16.23%
4.35%
Since Inception
21.25%
13.19%
Fund Age
5 yrs 6 mo
16 yrs 6 mo
AUM
₹529.7 Cr
₹953.19 Cr
Alpha – 1 Year
−0.41%
−7.30%
Alpha – 3 Years
7.19%
−8.21%
Information Ratio – 3 Years
0.42
-1.44
Volatility – 1 Year
20.62%
16.93%
Volatility – 3 Years
22.08%
16.57%
Beta – 1 Year
0.94
0.95
Beta – 3 Years
0.96
1.02
Sharpe Ratio – 1 Year
-0.21
-0.50
Sharpe Ratio – 3 Years
0.56
-0.03
Worst Rolling Year
15.76%
-3.66%
Value at Worst Rolling Year
₹1.16 Cr
₹0.96 Cr
Deepest Drawdown
−33.96%
−24.45%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.35%
Median Rolling Year
29.75%
12.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 52% · M 23% · S 20%
Number of Stocks
91
21
Portfolio P/E
30.00
34.55
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%
HDFC Bank Ltd · 9.51%
Eternal Ltd · 7.16%
CreditAccess Grameen Ltd · 6.97%
Kotak Mahindra Bank Ltd · 6.20%
Torrent Power Ltd · 5.63%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 33.89%
Consumer Services · 12.45%
Automobile and Auto Components · 7.01%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%