Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Green Portfolio - Dividend Yield Fund
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Green Portfolio - Dividend Yield Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
4.23%
6 Months
12.88%
20.17%
1 Year
−0.84%
23.99%
3 Years
15.76%
27.20%
5 Years
16.23%
23.84%
Since Inception
21.25%
30.10%
Fund Age
5 yrs 6 mo
6 yrs 10 mo
AUM
₹529.7 Cr
₹35.35 Cr
Alpha – 1 Year
−0.41%
21.01%
Alpha – 3 Years
7.19%
15.30%
Information Ratio – 3 Years
0.42
0.93
Volatility – 1 Year
20.62%
22.70%
Volatility – 3 Years
22.08%
22.95%
Beta – 1 Year
0.94
1.18
Beta – 3 Years
0.96
1.16
Sharpe Ratio – 1 Year
-0.21
0.81
Sharpe Ratio – 3 Years
0.56
0.94
Worst Rolling Year
15.76%
23.60%
Value at Worst Rolling Year
₹1.16 Cr
₹1.24 Cr
Deepest Drawdown
−33.96%
−22.14%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
32.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 23% · M 14% · S 63%
Number of Stocks
91
28
Portfolio P/E
30.00
19.32
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%
Vedanta Ltd · 11.17%
Great Eastern Shipping Company Ltd · 7.63%
Alivus Life Sciences Ltd · 6.86%
Cash & Cash Equivalent · 6.86%
Banco Products (India) Ltd · 6.74%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
—
Fixed Fee
1.75% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%