Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Capgrow - Special Situations
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Capgrow - Special Situations
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%
1.89%
6 Months
12.88%
10.00%
1 Year
−0.84%
−1.96%
3 Years
15.76%
9.82%
5 Years
16.23%
10.88%
Since Inception
21.25%
15.88%
Fund Age
5 yrs 6 mo
7 yrs 9 mo
AUM
₹529.7 Cr
₹132.34 Cr
Alpha – 1 Year
−0.41%
−4.94%
Alpha – 3 Years
7.19%
−2.07%
Information Ratio – 3 Years
0.42
-0.27
Volatility – 1 Year
20.62%
23.02%
Volatility – 3 Years
22.08%
21.53%
Beta – 1 Year
0.94
1.20
Beta – 3 Years
0.96
1.08
Sharpe Ratio – 1 Year
-0.21
-0.20
Sharpe Ratio – 3 Years
0.56
0.32
Worst Rolling Year
15.76%
9.15%
Value at Worst Rolling Year
₹1.16 Cr
₹1.09 Cr
Deepest Drawdown
−33.96%
−28.98%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
21.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 10% · M 2% · S 86%
Number of Stocks
91
59
Portfolio P/E
30.00
—
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%
Religare Enterprises Ltd · 11.46%
Embassy Developments Ltd · 8.96%
R Systems International Ltd · 5.71%
RBL Bank Ltd · 5.22%
Edelweiss Financial Services Ltd · 4.79%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 26.28%
Capital Goods · 15.01%
Realty · 12.84%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%