Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
−0.04%
6 Months
12.88%
−3.71%
1 Year
−0.84%
−1.23%
3 Years
15.76%
7.88%
5 Years
16.23%
5.71%
Since Inception
21.25%
9.28%
Fund Age
5 yrs 6 mo
7 yrs 1 mo
AUM
₹529.7 Cr
₹2.48 Cr
Alpha – 1 Year
−0.41%
−5.95%
Alpha – 3 Years
7.19%
−4.21%
Information Ratio – 3 Years
0.42
-1.27
Volatility – 1 Year
20.62%
17.16%
Volatility – 3 Years
22.08%
14.17%
Beta – 1 Year
0.94
0.98
Beta – 3 Years
0.96
0.90
Sharpe Ratio – 1 Year
-0.21
-0.29
Sharpe Ratio – 3 Years
0.56
0.17
Worst Rolling Year
15.76%
5.24%
Value at Worst Rolling Year
₹1.16 Cr
₹1.05 Cr
Deepest Drawdown
−33.96%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
11.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 92% · M 4%
Number of Stocks
91
26
Portfolio P/E
30.00
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
1.75% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%