Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Green Portfolio - The Impact ESG Fund
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%
−3.33%
6 Months
12.88%
24.60%
1 Year
−0.84%
7.56%
3 Years
15.76%
20.98%
5 Years
16.23%
—
Since Inception
21.25%
24.10%
Fund Age
5 yrs 6 mo
4 yrs 4 mo
AUM
₹529.7 Cr
₹3.89 Cr
Alpha – 1 Year
−0.41%
4.58%
Alpha – 3 Years
7.19%
9.08%
Information Ratio – 3 Years
0.42
0.07
Volatility – 1 Year
20.62%
32.74%
Volatility – 3 Years
22.08%
27.24%
Beta – 1 Year
0.94
1.49
Beta – 3 Years
0.96
1.30
Sharpe Ratio – 1 Year
-0.21
0.20
Sharpe Ratio – 3 Years
0.56
0.49
Worst Rolling Year
15.76%
17.91%
Value at Worst Rolling Year
₹1.16 Cr
₹1.18 Cr
Deepest Drawdown
−33.96%
−34.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
25.17%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
—
Number of Stocks
91
27
Portfolio P/E
30.00
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%