Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Bonanza - Edge
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%
4.43%
6 Months
12.88%
22.24%
1 Year
−0.84%
21.33%
3 Years
15.76%
15.83%
5 Years
16.23%
20.63%
Since Inception
21.25%
19.53%
Fund Age
5 yrs 6 mo
11 yrs
AUM
₹529.7 Cr
₹101.92 Cr
Alpha – 1 Year
−0.41%
21.68%
Alpha – 3 Years
7.19%
6.83%
Information Ratio – 3 Years
0.42
0.61
Volatility – 1 Year
20.62%
21.87%
Volatility – 3 Years
22.08%
21.68%
Beta – 1 Year
0.94
1.10
Beta – 3 Years
0.96
1.12
Sharpe Ratio – 1 Year
-0.21
0.75
Sharpe Ratio – 3 Years
0.56
0.65
Worst Rolling Year
15.76%
-17.09%
Value at Worst Rolling Year
₹1.16 Cr
₹0.83 Cr
Deepest Drawdown
−33.96%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
29.75%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 15% · M 12% · S 59%
Number of Stocks
91
65
Portfolio P/E
30.00
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%