Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs ASK-IVP
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
ASK-IVP
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%
1.91%
6 Months
12.88%
−1.55%
1 Year
−0.84%
2.26%
3 Years
15.76%
3.37%
5 Years
16.23%
4.66%
Since Inception
21.25%
9.07%
Fund Age
5 yrs 6 mo
6 yrs 8 mo
AUM
₹529.7 Cr
₹55.15 Cr
Alpha – 1 Year
−0.41%
−0.72%
Alpha – 3 Years
7.19%
−8.51%
Information Ratio – 3 Years
0.42
-1.16
Volatility – 1 Year
20.62%
17.30%
Volatility – 3 Years
22.08%
16.20%
Beta – 1 Year
0.94
0.96
Beta – 3 Years
0.96
0.96
Sharpe Ratio – 1 Year
-0.21
-0.10
Sharpe Ratio – 3 Years
0.56
-0.05
Worst Rolling Year
15.76%
0.65%
Value at Worst Rolling Year
₹1.16 Cr
₹1.01 Cr
Deepest Drawdown
−33.96%
−23.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.70%
Median Rolling Year
29.75%
10.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 62% · M 31% · S 6%
Number of Stocks
91
26
Portfolio P/E
30.00
31.94
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%
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
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%