Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
3.76%
6 Months
12.88%
11.66%
1 Year
−0.84%
12.54%
3 Years
15.76%
11.42%
5 Years
16.23%
—
Since Inception
21.25%
6.78%
Fund Age
5 yrs 6 mo
4 yrs 10 mo
AUM
₹529.7 Cr
₹2.34 Cr
Alpha – 1 Year
−0.41%
7.82%
Alpha – 3 Years
7.19%
−0.67%
Information Ratio – 3 Years
0.42
-0.04
Volatility – 1 Year
20.62%
21.44%
Volatility – 3 Years
22.08%
14.93%
Beta – 1 Year
0.94
1.05
Beta – 3 Years
0.96
0.81
Sharpe Ratio – 1 Year
-0.21
0.41
Sharpe Ratio – 3 Years
0.56
0.50
Worst Rolling Year
15.76%
3.84%
Value at Worst Rolling Year
₹1.16 Cr
₹1.04 Cr
Deepest Drawdown
−33.96%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
L 46% · M 22% · S 27%
Number of Stocks
91
19
Portfolio P/E
30.00
29.80
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%
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
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%