Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs ATLAS - Debt Equity Hybrid Pms Fund
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
ATLAS - Debt Equity Hybrid Pms Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
−1.41%
6 Months
12.88%
−1.89%
1 Year
−0.84%
−1.71%
3 Years
15.76%
14.33%
5 Years
16.23%
13.36%
Since Inception
21.25%
22.84%
Fund Age
5 yrs 6 mo
5 yrs 5 mo
AUM
₹529.7 Cr
₹46.26 Cr
Alpha – 1 Year
−0.41%
−6.43%
Alpha – 3 Years
7.19%
2.24%
Information Ratio – 3 Years
0.42
0.22
Volatility – 1 Year
20.62%
19.18%
Volatility – 3 Years
22.08%
17.80%
Beta – 1 Year
0.94
1.02
Beta – 3 Years
0.96
1.04
Sharpe Ratio – 1 Year
-0.21
-0.27
Sharpe Ratio – 3 Years
0.56
0.55
Worst Rolling Year
15.76%
13.68%
Value at Worst Rolling Year
₹1.16 Cr
₹1.14 Cr
Deepest Drawdown
−33.96%
−20.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
21.14%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 69% · M 8% · S 22%
Number of Stocks
91
65
Portfolio P/E
30.00
28.49
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%
Tata Investment Corporation Ltd · 10.26%
Trent Ltd · 6.85%
Titan Company Ltd · 5.27%
ICICI Bank Ltd · 4.18%
Bajaj Finance Ltd · 4.13%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%