Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Geojit - Ethical Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Geojit - Ethical 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%
1.73%
6 Months
12.88%
9.02%
1 Year
−0.84%
1.62%
3 Years
15.76%
4.68%
5 Years
16.23%
—
Since Inception
21.25%
5.77%
Fund Age
5 yrs 6 mo
4 yrs 7 mo
AUM
₹529.7 Cr
₹13.09 Cr
Alpha – 1 Year
−0.41%
−3.10%
Alpha – 3 Years
7.19%
−7.41%
Information Ratio – 3 Years
0.42
-1.02
Volatility – 1 Year
20.62%
18.69%
Volatility – 3 Years
22.08%
17.05%
Beta – 1 Year
0.94
0.99
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
-0.21
-0.11
Sharpe Ratio – 3 Years
0.56
0.01
Worst Rolling Year
15.76%
2.83%
Value at Worst Rolling Year
₹1.16 Cr
₹1.03 Cr
Deepest Drawdown
−33.96%
−28.39%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
7.57%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
L 33% · M 17% · S 45%
Number of Stocks
91
30
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%
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—