Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs First Global - Indian Multi Asset Allocation
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
First Global - Indian Multi Asset Allocation
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
1.49%
6 Months
12.88%
−0.27%
1 Year
−0.84%
7.71%
3 Years
15.76%
8.88%
5 Years
16.23%
8.76%
Since Inception
21.25%
13.52%
Fund Age
5 yrs 6 mo
6 yrs 6 mo
AUM
₹529.7 Cr
₹23.87 Cr
Alpha – 1 Year
−0.41%
0.17%
Alpha – 3 Years
7.19%
−2.38%
Information Ratio – 3 Years
0.42
-0.16
Volatility – 1 Year
20.62%
13.29%
Volatility – 3 Years
22.08%
12.09%
Beta – 1 Year
0.94
1.31
Beta – 3 Years
0.96
1.39
Sharpe Ratio – 1 Year
-0.21
0.23
Sharpe Ratio – 3 Years
0.56
0.33
Worst Rolling Year
15.76%
8.03%
Value at Worst Rolling Year
₹1.16 Cr
₹1.08 Cr
Deepest Drawdown
−33.96%
−16.96%
Recovery Period
Not yet recovered
334 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
14.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
—
Number of Stocks
91
66
Portfolio P/E
30.00
19.43
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%
Nippon India ETF Gold BeES · 6.41%
ICICI Pru Banking and PSU Debt Fund - Direct (G) · 5.72%
ICICI Pru Dynamic Term Fund - Direct (G) · 5.72%
ICICI Pru Floating Interest Rates Fund-Direct (G) · 5.32%
Nippon India ETF Nifty Bank BeES · 4.01%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
—
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%