Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Invesco - Rise
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Invesco - Rise
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%
5.01%
6 Months
12.88%
8.17%
1 Year
−0.84%
19.57%
3 Years
15.76%
18.20%
5 Years
16.23%
15.63%
Since Inception
21.25%
14.42%
Fund Age
5 yrs 6 mo
10 yrs 4 mo
AUM
₹529.7 Cr
₹337.5 Cr
Alpha – 1 Year
−0.41%
14.85%
Alpha – 3 Years
7.19%
6.11%
Information Ratio – 3 Years
0.42
0.93
Volatility – 1 Year
20.62%
14.72%
Volatility – 3 Years
22.08%
15.36%
Beta – 1 Year
0.94
0.78
Beta – 3 Years
0.96
0.92
Sharpe Ratio – 1 Year
-0.21
0.93
Sharpe Ratio – 3 Years
0.56
0.83
Worst Rolling Year
15.76%
-10.21%
Value at Worst Rolling Year
₹1.16 Cr
₹0.90 Cr
Deepest Drawdown
−33.96%
−21.92%
Recovery Period
Not yet recovered
231 days
1-Year Rolling Windows Positive
100.00%
88.56%
Median Rolling Year
29.75%
16.73%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 49% · M 27% · S 21%
Number of Stocks
91
23
Portfolio P/E
30.00
50.96
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 Airtel Ltd · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Fixed Fee
1.75% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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