Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Centrum PMS - Deep Value IV
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Centrum PMS - Deep Value IV
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
1.10%
6 Months
12.88%
9.66%
1 Year
−0.84%
−3.09%
3 Years
15.76%
6.08%
5 Years
16.23%
7.39%
Since Inception
21.25%
14.00%
Fund Age
5 yrs 6 mo
10 yrs 8 mo
AUM
₹529.7 Cr
₹23.99 Cr
Alpha – 1 Year
−0.41%
−7.81%
Alpha – 3 Years
7.19%
−6.01%
Information Ratio – 3 Years
0.42
-0.36
Volatility – 1 Year
20.62%
26.88%
Volatility – 3 Years
22.08%
21.87%
Beta – 1 Year
0.94
1.39
Beta – 3 Years
0.96
1.17
Sharpe Ratio – 1 Year
-0.21
-0.19
Sharpe Ratio – 3 Years
0.56
0.19
Worst Rolling Year
15.76%
-6.71%
Value at Worst Rolling Year
₹1.16 Cr
₹0.93 Cr
Deepest Drawdown
−33.96%
−35.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
97.09%
Median Rolling Year
29.75%
15.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 2% · M 15% · S 82%
Number of Stocks
91
25
Portfolio P/E
30.00
44.86
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%
Time Technoplast Ltd · 6.49%
Anant Raj Ltd · 6.05%
Vishnu Chemicals Ltd · 5.91%
Cash & Cash Equivalent · 5.48%
Gokaldas Exports Ltd · 5.10%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%