Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Envision Capital - India Opportunities
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Envision Capital - India Opportunities
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%
3.39%
6 Months
12.88%
19.31%
1 Year
−0.84%
11.21%
3 Years
15.76%
13.34%
5 Years
16.23%
15.02%
Since Inception
21.25%
17.08%
Fund Age
5 yrs 6 mo
5 yrs 4 mo
AUM
₹529.7 Cr
₹135.65 Cr
Alpha – 1 Year
−0.41%
6.49%
Alpha – 3 Years
7.19%
1.25%
Information Ratio – 3 Years
0.42
0.12
Volatility – 1 Year
20.62%
20.71%
Volatility – 3 Years
22.08%
17.79%
Beta – 1 Year
0.94
1.05
Beta – 3 Years
0.96
0.97
Sharpe Ratio – 1 Year
-0.21
0.35
Sharpe Ratio – 3 Years
0.56
0.50
Worst Rolling Year
15.76%
12.49%
Value at Worst Rolling Year
₹1.16 Cr
₹1.12 Cr
Deepest Drawdown
−33.96%
−25.10%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
19.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 18% · M 24% · S 55%
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%
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
—
Fixed Fee
1.75% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%