Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
2.00%
6 Months
12.88%
4.51%
1 Year
−0.84%
15.12%
3 Years
15.76%
22.90%
5 Years
16.23%
—
Since Inception
21.25%
24.96%
Fund Age
5 yrs 6 mo
4 yrs 7 mo
AUM
₹529.7 Cr
₹136 Cr
Alpha – 1 Year
−0.41%
10.40%
Alpha – 3 Years
7.19%
10.82%
Information Ratio – 3 Years
0.42
1.17
Volatility – 1 Year
20.62%
19.24%
Volatility – 3 Years
22.08%
20.81%
Beta – 1 Year
0.94
1.07
Beta – 3 Years
0.96
1.25
Sharpe Ratio – 1 Year
-0.21
0.55
Sharpe Ratio – 3 Years
0.56
0.85
Worst Rolling Year
15.76%
21.90%
Value at Worst Rolling Year
₹1.16 Cr
₹1.22 Cr
Deepest Drawdown
−33.96%
−25.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
31.91%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
L 53% · M 22% · S 20%
Number of Stocks
91
18
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
—
Fixed Fee
1.75% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%