Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
2.85%
6 Months
12.88%
22.81%
1 Year
−0.84%
15.74%
3 Years
15.76%
19.34%
5 Years
16.23%
—
Since Inception
21.25%
24.49%
Fund Age
5 yrs 6 mo
3 yrs 3 mo
AUM
₹529.7 Cr
₹446.96 Cr
Alpha – 1 Year
−0.41%
11.02%
Alpha – 3 Years
7.19%
7.25%
Information Ratio – 3 Years
0.42
0.86
Volatility – 1 Year
20.62%
23.09%
Volatility – 3 Years
22.08%
17.79%
Beta – 1 Year
0.94
1.11
Beta – 3 Years
0.96
0.93
Sharpe Ratio – 1 Year
-0.21
0.51
Sharpe Ratio – 3 Years
0.56
0.79
Worst Rolling Year
15.76%
19.32%
Value at Worst Rolling Year
₹1.16 Cr
₹1.19 Cr
Deepest Drawdown
−33.96%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
L 19% · S 80%
Number of Stocks
91
30
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%
—
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—