Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
ATLAS - Midcap 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%
−0.22%
6 Months
12.88%
8.59%
1 Year
−0.84%
1.40%
3 Years
15.76%
11.84%
5 Years
16.23%
6.21%
Since Inception
21.25%
7.85%
Fund Age
5 yrs 6 mo
5 yrs 3 mo
AUM
₹529.7 Cr
₹3.73 Cr
Alpha – 1 Year
−0.41%
−3.32%
Alpha – 3 Years
7.19%
−0.25%
Information Ratio – 3 Years
0.42
0.11
Volatility – 1 Year
20.62%
23.13%
Volatility – 3 Years
22.08%
17.54%
Beta – 1 Year
0.94
1.25
Beta – 3 Years
0.96
0.97
Sharpe Ratio – 1 Year
-0.21
-0.06
Sharpe Ratio – 3 Years
0.56
0.45
Worst Rolling Year
15.76%
5.77%
Value at Worst Rolling Year
₹1.16 Cr
₹1.06 Cr
Deepest Drawdown
−33.96%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 3% · M 32% · S 59%
Number of Stocks
91
19
Portfolio P/E
30.00
26.66
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%
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
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%