Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Edelweiss - Focused Mid & Small Cap
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Edelweiss - Focused Mid & Small 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%
3.36%
6 Months
12.88%
18.59%
1 Year
−0.84%
13.77%
3 Years
15.76%
9.52%
5 Years
16.23%
8.40%
Since Inception
21.25%
10.24%
Fund Age
5 yrs 6 mo
11 yrs
AUM
₹529.7 Cr
₹20.83 Cr
Alpha – 1 Year
−0.41%
14.12%
Alpha – 3 Years
7.19%
0.53%
Information Ratio – 3 Years
0.42
0.07
Volatility – 1 Year
20.62%
22.14%
Volatility – 3 Years
22.08%
20.01%
Beta – 1 Year
0.94
1.14
Beta – 3 Years
0.96
1.14
Sharpe Ratio – 1 Year
-0.21
0.45
Sharpe Ratio – 3 Years
0.56
0.29
Worst Rolling Year
15.76%
-15.27%
Value at Worst Rolling Year
₹1.16 Cr
₹0.85 Cr
Deepest Drawdown
−33.96%
−27.52%
Recovery Period
Not yet recovered
441 days
1-Year Rolling Windows Positive
100.00%
76.89%
Median Rolling Year
29.75%
10.76%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 7% · M 9% · S 77%
Number of Stocks
91
25
Portfolio P/E
30.00
29.80
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 · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%