Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Counter Cyclical - Diversified Long Term Value
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Counter Cyclical - Diversified Long Term Value
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
4.89%
6 Months
12.88%
26.09%
1 Year
−0.84%
14.74%
3 Years
15.76%
18.63%
5 Years
16.23%
29.18%
Since Inception
21.25%
45.31%
Fund Age
5 yrs 6 mo
7 yrs 1 mo
AUM
₹529.7 Cr
₹1,025.6 Cr
Alpha – 1 Year
−0.41%
10.02%
Alpha – 3 Years
7.19%
6.54%
Information Ratio – 3 Years
0.42
0.41
Volatility – 1 Year
20.62%
29.04%
Volatility – 3 Years
22.08%
23.98%
Beta – 1 Year
0.94
1.50
Beta – 3 Years
0.96
1.19
Sharpe Ratio – 1 Year
-0.21
0.42
Sharpe Ratio – 3 Years
0.56
0.61
Worst Rolling Year
15.76%
17.65%
Value at Worst Rolling Year
₹1.16 Cr
₹1.18 Cr
Deepest Drawdown
−33.96%
−31.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
48.53%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
S 95%
Number of Stocks
91
182
Portfolio P/E
30.00
16.18
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%
Venkys (India) Ltd · 4.11%
MPS Ltd · 3.33%
Hester Biosciences Ltd · 2.68%
Ambika Cotton Mills Ltd · 2.61%
Cash & Cash Equivalent · 2.37%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 18.54%
Chemicals · 18.43%
Fast Moving Consumer Goods · 12.07%
Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%