Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Helios - India Rising PMS
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Helios - India Rising PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
0.02%
6 Months
12.88%
5.63%
1 Year
−0.84%
4.60%
3 Years
15.76%
14.51%
5 Years
16.23%
12.90%
Since Inception
21.25%
19.56%
Fund Age
5 yrs 6 mo
6 yrs 4 mo
AUM
₹529.7 Cr
₹1,566.43 Cr
Alpha – 1 Year
−0.41%
1.62%
Alpha – 3 Years
7.19%
2.62%
Information Ratio – 3 Years
0.42
0.58
Volatility – 1 Year
20.62%
21.65%
Volatility – 3 Years
22.08%
16.64%
Beta – 1 Year
0.94
1.18
Beta – 3 Years
0.96
1.02
Sharpe Ratio – 1 Year
-0.21
0.06
Sharpe Ratio – 3 Years
0.56
0.58
Worst Rolling Year
15.76%
12.32%
Value at Worst Rolling Year
₹1.16 Cr
₹1.12 Cr
Deepest Drawdown
−33.96%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
19.14%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 41% · M 24% · S 29%
Number of Stocks
91
42
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%
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%