Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Bonanza Multicap
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Bonanza Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.10%
5.27%
6 Months
12.88%
15.28%
1 Year
−0.84%
11.46%
3 Years
15.76%
12.93%
5 Years
16.23%
14.25%
Since Inception
21.25%
20.43%
Fund Age
5 yrs 6 mo
8 yrs 1 mo
AUM
₹529.7 Cr
₹7.34 Cr
Alpha – 1 Year
−0.41%
11.81%
Alpha – 3 Years
7.19%
3.93%
Information Ratio – 3 Years
0.42
0.17
Volatility – 1 Year
20.62%
25.10%
Volatility – 3 Years
22.08%
27.35%
Beta – 1 Year
0.94
1.24
Beta – 3 Years
0.96
1.14
Sharpe Ratio – 1 Year
-0.21
0.33
Sharpe Ratio – 3 Years
0.56
0.39
Worst Rolling Year
15.76%
12.27%
Value at Worst Rolling Year
₹1.16 Cr
₹1.12 Cr
Deepest Drawdown
−33.96%
−33.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
29.35%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 7% · M 7% · S 82%
L 8% · M 5% · S 83%
Number of Stocks
91
33
Portfolio P/E
30.00
30.34
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 · 5.71%
Bajaj Finance Ltd · 5.23%
Garden Reach Shipbuilders & Engineers Ltd · 5.13%
Northern Arc Capital Ltd · 4.74%
SG Finserve Ltd · 4.72%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
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%