Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Avestha - Growth
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%
0.64%
6 Months
12.88%
21.51%
1 Year
−0.84%
15.87%
3 Years
15.76%
14.38%
5 Years
16.23%
17.96%
Since Inception
21.25%
16.82%
Fund Age
5 yrs 6 mo
8 yrs 9 mo
AUM
₹529.7 Cr
₹1,503.25 Cr
Alpha – 1 Year
−0.41%
11.15%
Alpha – 3 Years
7.19%
2.29%
Information Ratio – 3 Years
0.42
0.39
Volatility – 1 Year
20.62%
27.51%
Volatility – 3 Years
22.08%
22.70%
Beta – 1 Year
0.94
1.48
Beta – 3 Years
0.96
1.25
Sharpe Ratio – 1 Year
-0.21
0.47
Sharpe Ratio – 3 Years
0.56
0.50
Worst Rolling Year
15.76%
1.64%
Value at Worst Rolling Year
₹1.16 Cr
₹1.02 Cr
Deepest Drawdown
−33.96%
−24.39%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
23.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 12% · M 19% · S 67%
Number of Stocks
91
17
Portfolio P/E
30.00
—
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%
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%