Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Ayan-PriceBridge Top 100 Equity
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Ayan-PriceBridge Top 100 Equity
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%
2.12%
6 Months
12.88%
0.68%
1 Year
−0.84%
2.50%
3 Years
15.76%
—
5 Years
16.23%
—
Since Inception
21.25%
6.43%
Fund Age
5 yrs 6 mo
2 yrs 6 mo
AUM
₹529.7 Cr
₹15.34 Cr
Alpha – 1 Year
−0.41%
2.93%
Alpha – 3 Years
7.19%
—
Information Ratio – 3 Years
0.42
—
Volatility – 1 Year
20.62%
16.79%
Volatility – 3 Years
22.08%
—
Beta – 1 Year
0.94
1.03
Beta – 3 Years
0.96
—
Sharpe Ratio – 1 Year
-0.21
-0.10
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
15.76%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−33.96%
−14.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.75%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
L 78% · M 15% · S 0%
Number of Stocks
91
43
Portfolio P/E
30.00
21.71
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 · 6.34%
Trent Ltd · 2.91%
GAIL (India) Ltd · 2.91%
Bosch Ltd · 2.81%
Tata Consultancy Services Ltd · 2.72%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
Fixed Fee
1.75% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%