Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Care PMS - Growth Plus Value Strategy
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Care PMS - Growth Plus Value Strategy
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%
1.27%
6 Months
12.88%
11.91%
1 Year
−0.84%
10.06%
3 Years
15.76%
13.81%
5 Years
16.23%
13.88%
Since Inception
21.25%
20.20%
Fund Age
5 yrs 6 mo
15 yrs 1 mo
AUM
₹529.7 Cr
₹980.13 Cr
Alpha – 1 Year
−0.41%
5.36%
Alpha – 3 Years
7.19%
1.71%
Information Ratio – 3 Years
0.42
0.21
Volatility – 1 Year
20.62%
18.76%
Volatility – 3 Years
22.08%
19.39%
Beta – 1 Year
0.94
0.98
Beta – 3 Years
0.96
1.05
Sharpe Ratio – 1 Year
-0.21
0.32
Sharpe Ratio – 3 Years
0.56
0.49
Worst Rolling Year
15.76%
-23.74%
Value at Worst Rolling Year
₹1.16 Cr
₹0.76 Cr
Deepest Drawdown
−33.96%
−24.32%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
84.14%
Median Rolling Year
29.75%
24.84%
5-Year Rolling Windows Positive
100.00%
95.08%
Market-Cap Mix
L 7% · M 7% · S 82%
L 9% · M 13% · S 73%
Number of Stocks
91
20
Portfolio P/E
30.00
22.60
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%
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%