Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Ayan-PriceBridge Upswing
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%
0.67%
6 Months
12.88%
6.20%
1 Year
−0.84%
9.45%
3 Years
15.76%
11.74%
5 Years
16.23%
—
Since Inception
21.25%
12.77%
Fund Age
5 yrs 6 mo
3 yrs 7 mo
AUM
₹529.7 Cr
₹223.43 Cr
Alpha – 1 Year
−0.41%
9.88%
Alpha – 3 Years
7.19%
3.17%
Information Ratio – 3 Years
0.42
0.40
Volatility – 1 Year
20.62%
16.24%
Volatility – 3 Years
22.08%
16.22%
Beta – 1 Year
0.94
0.89
Beta – 3 Years
0.96
1.02
Sharpe Ratio – 1 Year
-0.21
0.30
Sharpe Ratio – 3 Years
0.56
0.44
Worst Rolling Year
15.76%
11.49%
Value at Worst Rolling Year
₹1.16 Cr
₹1.11 Cr
Deepest Drawdown
−33.96%
−24.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
L 45% · M 31% · S 19%
Number of Stocks
91
96
Portfolio P/E
30.00
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
1.75% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%