Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs ICICI Prudential PMS Growth Leaders Strategy
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
ICICI Prudential PMS Growth Leaders Strategy
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%
2.13%
6 Months
12.88%
4.45%
1 Year
−0.84%
9.07%
3 Years
15.76%
17.41%
5 Years
16.23%
13.90%
Since Inception
21.25%
12.23%
Fund Age
5 yrs 6 mo
25 yrs 8 mo
AUM
₹529.7 Cr
₹1,659.64 Cr
Alpha – 1 Year
−0.41%
4.35%
Alpha – 3 Years
7.19%
5.32%
Information Ratio – 3 Years
0.42
1.35
Volatility – 1 Year
20.62%
16.92%
Volatility – 3 Years
22.08%
15.61%
Beta – 1 Year
0.94
0.95
Beta – 3 Years
0.96
0.99
Sharpe Ratio – 1 Year
-0.21
0.28
Sharpe Ratio – 3 Years
0.56
0.78
Worst Rolling Year
15.76%
-11.28%
Value at Worst Rolling Year
₹1.16 Cr
₹0.89 Cr
Deepest Drawdown
−33.96%
−20.82%
Recovery Period
Not yet recovered
521 days
1-Year Rolling Windows Positive
100.00%
89.60%
Median Rolling Year
29.75%
15.37%
5-Year Rolling Windows Positive
100.00%
93.68%
Market-Cap Mix
L 7% · M 7% · S 82%
L 58% · M 17% · S 24%
Number of Stocks
91
37
Portfolio P/E
30.00
28.58
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%
ICICI Bank Ltd · 6.05%
FSN E-Commerce Ventures Ltd · 5.03%
Bharti Airtel Ltd · 4.92%
State Bank of India · 4.85%
Eternal Ltd · 4.72%
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%
1% / 0% / 0%