Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs HSBC India Next Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
HSBC India Next Portfolio
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%
0.12%
6 Months
12.88%
7.25%
1 Year
−0.84%
6.76%
3 Years
15.76%
11.27%
5 Years
16.23%
11.24%
Since Inception
21.25%
13.42%
Fund Age
5 yrs 6 mo
5 yrs 6 mo
AUM
₹529.7 Cr
₹440.57 Cr
Alpha – 1 Year
−0.41%
2.04%
Alpha – 3 Years
7.19%
−0.82%
Information Ratio – 3 Years
0.42
-0.13
Volatility – 1 Year
20.62%
18.95%
Volatility – 3 Years
22.08%
15.52%
Beta – 1 Year
0.94
1.06
Beta – 3 Years
0.96
0.94
Sharpe Ratio – 1 Year
-0.21
0.16
Sharpe Ratio – 3 Years
0.56
0.43
Worst Rolling Year
15.76%
10.24%
Value at Worst Rolling Year
₹1.16 Cr
₹1.10 Cr
Deepest Drawdown
−33.96%
−18.28%
Recovery Period
Not yet recovered
489 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
15.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 43% · M 35% · S 19%
Number of Stocks
91
28
Portfolio P/E
30.00
42.47
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%
SPR Auto Technologies Ltd · 6.28%
State Bank of India · 6.00%
Titan Company Ltd · 5.31%
Phoenix Mills Ltd · 4.92%
Indian Hotels Co Ltd · 4.62%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%