Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
3.56%
6 Months
12.88%
14.31%
1 Year
−0.84%
23.04%
3 Years
15.76%
17.41%
5 Years
16.23%
14.44%
Since Inception
21.25%
16.04%
Fund Age
5 yrs 6 mo
5 yrs 2 mo
AUM
₹529.7 Cr
₹246.55 Cr
Alpha – 1 Year
−0.41%
18.32%
Alpha – 3 Years
7.19%
5.32%
Information Ratio – 3 Years
0.42
0.69
Volatility – 1 Year
20.62%
16.66%
Volatility – 3 Years
22.08%
14.65%
Beta – 1 Year
0.94
0.91
Beta – 3 Years
0.96
0.83
Sharpe Ratio – 1 Year
-0.21
1.02
Sharpe Ratio – 3 Years
0.56
0.82
Worst Rolling Year
15.76%
13.49%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−33.96%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 31% · M 25% · S 41%
Number of Stocks
91
33
Portfolio P/E
30.00
48.70
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 · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
1.75% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%