Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Green Portfolio - Super 30 Dynamic
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%
−0.92%
6 Months
12.88%
32.15%
1 Year
−0.84%
16.77%
3 Years
15.76%
19.00%
5 Years
16.23%
20.10%
Since Inception
21.25%
27.01%
Fund Age
5 yrs 6 mo
6 yrs 10 mo
AUM
₹529.7 Cr
₹247.64 Cr
Alpha – 1 Year
−0.41%
13.79%
Alpha – 3 Years
7.19%
7.10%
Information Ratio – 3 Years
0.42
0.30
Volatility – 1 Year
20.62%
39.13%
Volatility – 3 Years
22.08%
29.47%
Beta – 1 Year
0.94
1.87
Beta – 3 Years
0.96
1.36
Sharpe Ratio – 1 Year
-0.21
0.42
Sharpe Ratio – 3 Years
0.56
0.55
Worst Rolling Year
15.76%
15.03%
Value at Worst Rolling Year
₹1.16 Cr
₹1.15 Cr
Deepest Drawdown
−33.96%
−35.86%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
31.90%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
S 80%
Number of Stocks
91
42
Portfolio P/E
30.00
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%