Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
4.15%
6 Months
12.88%
18.21%
1 Year
−0.84%
19.11%
3 Years
15.76%
23.58%
5 Years
16.23%
18.40%
Since Inception
21.25%
13.93%
Fund Age
5 yrs 6 mo
11 yrs 4 mo
AUM
₹529.7 Cr
₹13.37 Cr
Alpha – 1 Year
−0.41%
16.13%
Alpha – 3 Years
7.19%
11.69%
Information Ratio – 3 Years
0.42
1.24
Volatility – 1 Year
20.62%
18.18%
Volatility – 3 Years
22.08%
17.99%
Beta – 1 Year
0.94
0.94
Beta – 3 Years
0.96
1.01
Sharpe Ratio – 1 Year
-0.21
0.75
Sharpe Ratio – 3 Years
0.56
0.97
Worst Rolling Year
15.76%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−33.96%
−20.05%
Recovery Period
Not yet recovered
162 days
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 27% · M 15% · S 55%
Number of Stocks
91
32
Portfolio P/E
30.00
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
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%