Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
−1.86%
6 Months
12.88%
0.50%
1 Year
−0.84%
6.34%
3 Years
15.76%
19.74%
5 Years
16.23%
16.62%
Since Inception
21.25%
20.10%
Fund Age
5 yrs 6 mo
6 yrs 1 mo
AUM
₹529.7 Cr
₹56.91 Cr
Alpha – 1 Year
−0.41%
1.64%
Alpha – 3 Years
7.19%
7.64%
Information Ratio – 3 Years
0.42
0.90
Volatility – 1 Year
20.62%
16.52%
Volatility – 3 Years
22.08%
17.18%
Beta – 1 Year
0.94
0.89
Beta – 3 Years
0.96
1.04
Sharpe Ratio – 1 Year
-0.21
0.14
Sharpe Ratio – 3 Years
0.56
0.84
Worst Rolling Year
15.76%
18.93%
Value at Worst Rolling Year
₹1.16 Cr
₹1.19 Cr
Deepest Drawdown
−33.96%
−18.72%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
25.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 59% · M 40%
Number of Stocks
91
20
Portfolio P/E
30.00
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%