Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Fractal Capital - 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%
5.48%
6 Months
12.88%
13.51%
1 Year
−0.84%
1.35%
3 Years
15.76%
13.26%
5 Years
16.23%
—
Since Inception
21.25%
19.28%
Fund Age
5 yrs 6 mo
4 yrs 2 mo
AUM
₹529.7 Cr
₹36.17 Cr
Alpha – 1 Year
−0.41%
−3.37%
Alpha – 3 Years
7.19%
1.17%
Information Ratio – 3 Years
0.42
0.14
Volatility – 1 Year
20.62%
24.66%
Volatility – 3 Years
22.08%
18.82%
Beta – 1 Year
0.94
1.31
Beta – 3 Years
0.96
1.10
Sharpe Ratio – 1 Year
-0.21
-0.05
Sharpe Ratio – 3 Years
0.56
0.48
Worst Rolling Year
15.76%
12.70%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−33.96%
−26.89%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
19.63%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
L 8% · M 16% · S 76%
Number of Stocks
91
24
Portfolio P/E
30.00
29.70
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%
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%