Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs ASK Strategic
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
ASK Strategic
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%
1.77%
6 Months
12.88%
−2.32%
1 Year
−0.84%
−4.30%
3 Years
15.76%
4.86%
5 Years
16.23%
5.12%
Since Inception
21.25%
13.15%
Fund Age
5 yrs 6 mo
16 yrs 7 mo
AUM
₹529.7 Cr
₹21.07 Cr
Alpha – 1 Year
−0.41%
−7.28%
Alpha – 3 Years
7.19%
−7.02%
Information Ratio – 3 Years
0.42
-1.10
Volatility – 1 Year
20.62%
16.85%
Volatility – 3 Years
22.08%
18.06%
Beta – 1 Year
0.94
0.95
Beta – 3 Years
0.96
1.07
Sharpe Ratio – 1 Year
-0.21
-0.50
Sharpe Ratio – 3 Years
0.56
0.05
Worst Rolling Year
15.76%
-4.57%
Value at Worst Rolling Year
₹1.16 Cr
₹0.95 Cr
Deepest Drawdown
−33.96%
−24.09%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.10%
Median Rolling Year
29.75%
13.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 12% · M 53% · S 34%
Number of Stocks
91
34
Portfolio P/E
30.00
41.34
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%
ABB India Ltd · 5.38%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.18%
Supreme Industries Ltd · 3.81%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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