Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Emkay Investments - ENVI
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%
5.18%
6 Months
12.88%
19.69%
1 Year
−0.84%
25.97%
3 Years
15.76%
17.02%
5 Years
16.23%
—
Since Inception
21.25%
24.02%
Fund Age
5 yrs 6 mo
4 yrs 2 mo
AUM
₹529.7 Cr
₹101.01 Cr
Alpha – 1 Year
−0.41%
21.25%
Alpha – 3 Years
7.19%
4.93%
Information Ratio – 3 Years
0.42
0.46
Volatility – 1 Year
20.62%
21.63%
Volatility – 3 Years
22.08%
19.42%
Beta – 1 Year
0.94
1.10
Beta – 3 Years
0.96
1.04
Sharpe Ratio – 1 Year
-0.21
0.93
Sharpe Ratio – 3 Years
0.56
0.65
Worst Rolling Year
15.76%
16.82%
Value at Worst Rolling Year
₹1.16 Cr
₹1.17 Cr
Deepest Drawdown
−33.96%
−20.44%
Recovery Period
Not yet recovered
365 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
19.58%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 7% · M 7% · S 82%
L 26% · M 14% · S 51%
Number of Stocks
91
—
Portfolio P/E
30.00
—
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%
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—