Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
JM Financial - Focus
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%
1.03%
6 Months
12.88%
6.82%
1 Year
−0.84%
3.42%
3 Years
15.76%
13.55%
5 Years
16.23%
9.47%
Since Inception
21.25%
15.08%
Fund Age
5 yrs 6 mo
13 yrs 9 mo
AUM
₹529.7 Cr
₹319.05 Cr
Alpha – 1 Year
−0.41%
0.44%
Alpha – 3 Years
7.19%
1.66%
Information Ratio – 3 Years
0.42
0.24
Volatility – 1 Year
20.62%
13.79%
Volatility – 3 Years
22.08%
15.92%
Beta – 1 Year
0.94
0.75
Beta – 3 Years
0.96
0.91
Sharpe Ratio – 1 Year
-0.21
-0.08
Sharpe Ratio – 3 Years
0.56
0.53
Worst Rolling Year
15.76%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−33.96%
−20.24%
Recovery Period
Not yet recovered
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 63% · M 12% · S 18%
Number of Stocks
91
49
Portfolio P/E
30.00
33.08
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%
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%