Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Axis Pure Growth Portfolio
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%
−1.22%
6 Months
12.88%
5.87%
1 Year
−0.84%
2.35%
3 Years
15.76%
13.67%
5 Years
16.23%
15.58%
Since Inception
21.25%
16.64%
Fund Age
5 yrs 6 mo
5 yrs 6 mo
AUM
₹529.7 Cr
₹756.71 Cr
Alpha – 1 Year
−0.41%
−0.63%
Alpha – 3 Years
7.19%
1.78%
Information Ratio – 3 Years
0.42
0.09
Volatility – 1 Year
20.62%
15.74%
Volatility – 3 Years
22.08%
14.36%
Beta – 1 Year
0.94
0.82
Beta – 3 Years
0.96
0.84
Sharpe Ratio – 1 Year
-0.21
-0.13
Sharpe Ratio – 3 Years
0.56
0.59
Worst Rolling Year
15.76%
13.38%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−33.96%
−15.74%
Recovery Period
Not yet recovered
475 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
20.28%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 7% · M 7% · S 82%
L 43% · M 8% · S 37%
Number of Stocks
91
26
Portfolio P/E
30.00
34.08
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 · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
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%