Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Axis - Core & Satellite PMS
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%
0.11%
6 Months
12.88%
10.76%
1 Year
−0.84%
8.14%
3 Years
15.76%
7.76%
5 Years
16.23%
10.03%
Since Inception
21.25%
11.69%
Fund Age
5 yrs 6 mo
6 yrs 8 mo
AUM
₹529.7 Cr
₹87.23 Cr
Alpha – 1 Year
−0.41%
8.57%
Alpha – 3 Years
7.19%
−0.81%
Information Ratio – 3 Years
0.42
0.02
Volatility – 1 Year
20.62%
23.09%
Volatility – 3 Years
22.08%
18.26%
Beta – 1 Year
0.94
1.29
Beta – 3 Years
0.96
1.11
Sharpe Ratio – 1 Year
-0.21
0.21
Sharpe Ratio – 3 Years
0.56
0.22
Worst Rolling Year
15.76%
6.59%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−33.96%
−25.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
13.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 19% · M 1% · S 70%
Number of Stocks
91
41
Portfolio P/E
30.00
25.23
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%
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%