Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs IDPL Wealthy Nivesh Multi-Asset PMS
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
IDPL Wealthy Nivesh Multi-Asset 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%
6.88%
6 Months
12.88%
—
1 Year
−0.84%
—
3 Years
15.76%
—
5 Years
16.23%
—
Since Inception
21.25%
−0.16%
Fund Age
5 yrs 6 mo
5 mo
AUM
₹529.7 Cr
₹7.04 Cr
Alpha – 1 Year
−0.41%
—
Alpha – 3 Years
7.19%
—
Information Ratio – 3 Years
0.42
—
Volatility – 1 Year
20.62%
—
Volatility – 3 Years
22.08%
—
Beta – 1 Year
0.94
—
Beta – 3 Years
0.96
—
Sharpe Ratio – 1 Year
-0.21
—
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
15.76%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−33.96%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.75%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
L 38% · M 29% · S 25%
Number of Stocks
91
7
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%
Nippon India Large Cap Fund - Direct (G) · 20.00%
Kotak Multi Asset Allocation Fund - Direct (G) · 15.00%
ICICI Pru Business Cycle Fund - Direct (G) · 15.00%
WhiteOak Capital Mid Cap Fund - Direct (G) · 12.50%
Mirae Asset Midcap Fund - Direct (G) · 12.50%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 26.48%
Healthcare · 9.47%
Capital Goods · 8.73%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –