Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
InCred Capital - Multicap 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%
6.10%
6 Months
12.88%
8.11%
1 Year
−0.84%
−2.73%
3 Years
15.76%
11.42%
5 Years
16.23%
12.09%
Since Inception
21.25%
13.75%
Fund Age
5 yrs 6 mo
5 yrs 5 mo
AUM
₹529.7 Cr
₹205.48 Cr
Alpha – 1 Year
−0.41%
−5.71%
Alpha – 3 Years
7.19%
−0.47%
Information Ratio – 3 Years
0.42
-0.07
Volatility – 1 Year
20.62%
23.93%
Volatility – 3 Years
22.08%
22.69%
Beta – 1 Year
0.94
1.24
Beta – 3 Years
0.96
1.17
Sharpe Ratio – 1 Year
-0.21
-0.23
Sharpe Ratio – 3 Years
0.56
0.35
Worst Rolling Year
15.76%
11.05%
Value at Worst Rolling Year
₹1.16 Cr
₹1.11 Cr
Deepest Drawdown
−33.96%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 28% · M 36% · S 34%
Number of Stocks
91
29
Portfolio P/E
30.00
46.19
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%
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%