Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Core Value Strategy-Concentrated Option
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Core Value Strategy-Concentrated Option
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%
2.00%
6 Months
12.88%
4.68%
1 Year
−0.84%
1.87%
3 Years
15.76%
11.50%
5 Years
16.23%
11.18%
Since Inception
21.25%
13.51%
Fund Age
5 yrs 6 mo
7 yrs 4 mo
AUM
₹529.7 Cr
₹149.25 Cr
Alpha – 1 Year
−0.41%
−2.85%
Alpha – 3 Years
7.19%
−0.59%
Information Ratio – 3 Years
0.42
-0.25
Volatility – 1 Year
20.62%
19.19%
Volatility – 3 Years
22.08%
15.31%
Beta – 1 Year
0.94
1.06
Beta – 3 Years
0.96
0.92
Sharpe Ratio – 1 Year
-0.21
-0.09
Sharpe Ratio – 3 Years
0.56
0.39
Worst Rolling Year
15.76%
9.38%
Value at Worst Rolling Year
₹1.16 Cr
₹1.09 Cr
Deepest Drawdown
−33.96%
−17.52%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
17.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 61% · M 17% · S 18%
Number of Stocks
91
15
Portfolio P/E
30.00
23.26
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 · 9.50%
ITC Ltd · 9.50%
Asian Paints Ltd · 7.00%
Indraprastha Gas Ltd · 7.00%
Infosys Ltd · 7.00%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 27.00%
Automobile and Auto Components · 11.00%
Fast Moving Consumer Goods · 9.50%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%