Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Fyers Genesis Fund
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Fyers Genesis Fund
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%
1.54%
6 Months
12.88%
6.09%
1 Year
−0.84%
5.87%
3 Years
15.76%
—
5 Years
16.23%
—
Since Inception
21.25%
3.02%
Fund Age
5 yrs 6 mo
1 yr 11 mo
AUM
₹529.7 Cr
₹16.43 Cr
Alpha – 1 Year
−0.41%
1.15%
Alpha – 3 Years
7.19%
—
Information Ratio – 3 Years
0.42
—
Volatility – 1 Year
20.62%
19.36%
Volatility – 3 Years
22.08%
—
Beta – 1 Year
0.94
1.09
Beta – 3 Years
0.96
—
Sharpe Ratio – 1 Year
-0.21
0.11
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
15.76%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−33.96%
−18.63%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.75%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
M 20% · S 76%
Number of Stocks
91
24
Portfolio P/E
30.00
25.89
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%
Privi Speciality Chemicals Ltd · 8.72%
Carysil Ltd · 8.46%
Jindal Stainless Ltd · 8.46%
APL Apollo Tubes Ltd · 8.46%
K P R Mill Ltd · 8.45%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Fast Moving Consumer Goods · 13.15%
Financial Services · 6.90%
Information Technology · 6.11%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%