Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Centrum PMS - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Centrum PMS - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
1.04%
6 Months
12.88%
0.68%
1 Year
−0.84%
4.83%
3 Years
15.76%
11.13%
5 Years
16.23%
9.90%
Since Inception
21.25%
12.28%
Fund Age
5 yrs 6 mo
15 yrs 2 mo
AUM
₹529.7 Cr
₹29.37 Cr
Alpha – 1 Year
−0.41%
0.11%
Alpha – 3 Years
7.19%
−0.96%
Information Ratio – 3 Years
0.42
-0.05
Volatility – 1 Year
20.62%
19.36%
Volatility – 3 Years
22.08%
17.04%
Beta – 1 Year
0.94
1.09
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
-0.21
0.06
Sharpe Ratio – 3 Years
0.56
0.43
Worst Rolling Year
15.76%
-9.48%
Value at Worst Rolling Year
₹1.16 Cr
₹0.91 Cr
Deepest Drawdown
−33.96%
−20.50%
Recovery Period
Not yet recovered
315 days
1-Year Rolling Windows Positive
100.00%
93.37%
Median Rolling Year
29.75%
15.70%
5-Year Rolling Windows Positive
100.00%
98.37%
Market-Cap Mix
L 7% · M 7% · S 82%
L 58% · M 7% · S 23%
Number of Stocks
91
23
Portfolio P/E
30.00
35.03
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%
Cash & Cash Equivalent · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
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%