Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
CAPITAL MIND-All Weather Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
1.61%
6 Months
12.88%
4.03%
1 Year
−0.84%
4.49%
3 Years
15.76%
14.35%
5 Years
16.23%
—
Since Inception
21.25%
16.62%
Fund Age
5 yrs 6 mo
4 yrs
AUM
₹529.7 Cr
₹303 Cr
Alpha – 1 Year
−0.41%
4.92%
Alpha – 3 Years
7.19%
5.78%
Information Ratio – 3 Years
0.42
1.15
Volatility – 1 Year
20.62%
16.32%
Volatility – 3 Years
22.08%
14.15%
Beta – 1 Year
0.94
0.98
Beta – 3 Years
0.96
0.97
Sharpe Ratio – 1 Year
-0.21
0.01
Sharpe Ratio – 3 Years
0.56
0.64
Worst Rolling Year
15.76%
14.36%
Value at Worst Rolling Year
₹1.16 Cr
₹1.14 Cr
Deepest Drawdown
−33.96%
−16.17%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
18.76%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 7% · M 7% · S 82%
—
Number of Stocks
91
—
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%
—
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
—
Fixed Fee
1.75% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—