Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
2.33%
6 Months
12.88%
5.53%
1 Year
−0.84%
9.60%
3 Years
15.76%
6.75%
5 Years
16.23%
7.07%
Since Inception
21.25%
13.02%
Fund Age
5 yrs 6 mo
14 yrs 9 mo
AUM
₹529.7 Cr
₹179.27 Cr
Alpha – 1 Year
−0.41%
9.95%
Alpha – 3 Years
7.19%
−2.25%
Information Ratio – 3 Years
0.42
-0.39
Volatility – 1 Year
20.62%
17.14%
Volatility – 3 Years
22.08%
14.92%
Beta – 1 Year
0.94
1.04
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
-0.21
0.31
Sharpe Ratio – 3 Years
0.56
0.15
Worst Rolling Year
15.76%
-6.19%
Value at Worst Rolling Year
₹1.16 Cr
₹0.94 Cr
Deepest Drawdown
−33.96%
−21.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.53%
Median Rolling Year
29.75%
12.72%
5-Year Rolling Windows Positive
100.00%
99.15%
Market-Cap Mix
L 7% · M 7% · S 82%
L 69% · M 12% · S 15%
Number of Stocks
91
22
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—