Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Chanakya Capital - Growth Plan
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%
3.10%
6 Months
12.88%
2.75%
1 Year
−0.84%
19.54%
3 Years
15.76%
16.88%
5 Years
16.23%
17.69%
Since Inception
21.25%
15.84%
Fund Age
5 yrs 6 mo
8 yrs
AUM
₹529.7 Cr
₹335.72 Cr
Alpha – 1 Year
−0.41%
19.89%
Alpha – 3 Years
7.19%
7.88%
Information Ratio – 3 Years
0.42
0.91
Volatility – 1 Year
20.62%
22.09%
Volatility – 3 Years
22.08%
17.60%
Beta – 1 Year
0.94
1.28
Beta – 3 Years
0.96
1.08
Sharpe Ratio – 1 Year
-0.21
0.68
Sharpe Ratio – 3 Years
0.56
0.74
Worst Rolling Year
15.76%
9.01%
Value at Worst Rolling Year
₹1.16 Cr
₹1.09 Cr
Deepest Drawdown
−33.96%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 57% · M 6% · S 37%
Number of Stocks
91
192
Portfolio P/E
30.00
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%