Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Green Portfolio - Special
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.10%
2.75%
6 Months
12.88%
26.95%
1 Year
−0.84%
13.12%
3 Years
15.76%
17.80%
5 Years
16.23%
15.04%
Since Inception
21.25%
22.70%
Fund Age
5 yrs 6 mo
8 yrs
AUM
₹529.7 Cr
₹357.26 Cr
Alpha – 1 Year
−0.41%
10.14%
Alpha – 3 Years
7.19%
5.90%
Information Ratio – 3 Years
0.42
0.31
Volatility – 1 Year
20.62%
32.38%
Volatility – 3 Years
22.08%
25.45%
Beta – 1 Year
0.94
1.68
Beta – 3 Years
0.96
1.37
Sharpe Ratio – 1 Year
-0.21
0.36
Sharpe Ratio – 3 Years
0.56
0.56
Worst Rolling Year
15.76%
11.19%
Value at Worst Rolling Year
₹1.16 Cr
₹1.11 Cr
Deepest Drawdown
−33.96%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 7% · M 19% · S 59%
Number of Stocks
91
42
Portfolio P/E
30.00
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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%