Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Invesco - Caterpillar
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Invesco - Caterpillar
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%
5.09%
6 Months
12.88%
12.77%
1 Year
−0.84%
18.71%
3 Years
15.76%
16.31%
5 Years
16.23%
16.50%
Since Inception
21.25%
12.31%
Fund Age
5 yrs 6 mo
20 yrs 2 mo
AUM
₹529.7 Cr
₹81.03 Cr
Alpha – 1 Year
−0.41%
13.99%
Alpha – 3 Years
7.19%
4.22%
Information Ratio – 3 Years
0.42
0.46
Volatility – 1 Year
20.62%
18.60%
Volatility – 3 Years
22.08%
18.73%
Beta – 1 Year
0.94
0.98
Beta – 3 Years
0.96
1.07
Sharpe Ratio – 1 Year
-0.21
0.73
Sharpe Ratio – 3 Years
0.56
0.63
Worst Rolling Year
15.76%
-17.65%
Value at Worst Rolling Year
₹1.16 Cr
₹0.82 Cr
Deepest Drawdown
−33.96%
−25.73%
Recovery Period
Not yet recovered
498 days
1-Year Rolling Windows Positive
100.00%
76.16%
Median Rolling Year
29.75%
14.50%
5-Year Rolling Windows Positive
100.00%
86.34%
Market-Cap Mix
L 7% · M 7% · S 82%
L 18% · M 28% · S 49%
Number of Stocks
91
23
Portfolio P/E
30.00
43.00
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%
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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