Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Incred-Small & MidCap 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%
4.27%
6 Months
12.88%
−8.15%
1 Year
−0.84%
−5.39%
3 Years
15.76%
10.81%
5 Years
16.23%
—
Since Inception
21.25%
11.07%
Fund Age
5 yrs 6 mo
5 yrs
AUM
₹529.7 Cr
₹121.08 Cr
Alpha – 1 Year
−0.41%
−5.32%
Alpha – 3 Years
7.19%
−2.65%
Information Ratio – 3 Years
0.42
-0.15
Volatility – 1 Year
20.62%
24.51%
Volatility – 3 Years
22.08%
24.85%
Beta – 1 Year
0.94
1.17
Beta – 3 Years
0.96
1.18
Sharpe Ratio – 1 Year
-0.21
-0.34
Sharpe Ratio – 3 Years
0.56
0.32
Worst Rolling Year
15.76%
9.88%
Value at Worst Rolling Year
₹1.16 Cr
₹1.10 Cr
Deepest Drawdown
−33.96%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
21.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
M 20% · S 78%
Number of Stocks
91
—
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
—
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%