Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Geojit - Dakshin Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Geojit - Dakshin Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
5.71%
6 Months
12.88%
14.23%
1 Year
−0.84%
3.21%
3 Years
15.76%
5.69%
5 Years
16.23%
7.11%
Since Inception
21.25%
10.49%
Fund Age
5 yrs 6 mo
7 yrs 5 mo
AUM
₹529.7 Cr
₹42.11 Cr
Alpha – 1 Year
−0.41%
−1.51%
Alpha – 3 Years
7.19%
−6.40%
Information Ratio – 3 Years
0.42
-0.66
Volatility – 1 Year
20.62%
23.23%
Volatility – 3 Years
22.08%
20.09%
Beta – 1 Year
0.94
1.19
Beta – 3 Years
0.96
1.14
Sharpe Ratio – 1 Year
-0.21
0.01
Sharpe Ratio – 3 Years
0.56
0.09
Worst Rolling Year
15.76%
3.79%
Value at Worst Rolling Year
₹1.16 Cr
₹1.04 Cr
Deepest Drawdown
−33.96%
−36.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
15.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
M 7% · S 91%
Number of Stocks
91
25
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%
Pricol Ltd · 4.74%
Sundram Fasteners Ltd · 4.48%
Tanla Platforms Ltd · 4.37%
Star Health & Allied Insurance Company Ltd · 4.34%
KFin Technologies Ltd · 4.26%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Information Technology · 18.94%
Healthcare · 15.45%
Capital Goods · 14.67%
Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—