Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Carnelian Capital - Shift 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%
4.38%
6 Months
12.88%
19.54%
1 Year
−0.84%
15.57%
3 Years
15.76%
20.08%
5 Years
16.23%
21.78%
Since Inception
21.25%
32.33%
Fund Age
5 yrs 6 mo
5 yrs 10 mo
AUM
₹529.7 Cr
₹5,864.1 Cr
Alpha – 1 Year
−0.41%
10.85%
Alpha – 3 Years
7.19%
8.00%
Information Ratio – 3 Years
0.42
1.40
Volatility – 1 Year
20.62%
22.27%
Volatility – 3 Years
22.08%
21.12%
Beta – 1 Year
0.94
1.15
Beta – 3 Years
0.96
1.14
Sharpe Ratio – 1 Year
-0.21
0.52
Sharpe Ratio – 3 Years
0.56
0.73
Worst Rolling Year
15.76%
20.10%
Value at Worst Rolling Year
₹1.16 Cr
₹1.20 Cr
Deepest Drawdown
−33.96%
−21.05%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
30.25%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 15% · M 28% · S 52%
Number of Stocks
91
38
Portfolio P/E
30.00
29.00
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%
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%