Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Karvy Capital - Demeter
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Karvy Capital - Demeter
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
0.18%
6 Months
12.88%
2.87%
1 Year
−0.84%
3.77%
3 Years
15.76%
6.69%
5 Years
16.23%
6.74%
Since Inception
21.25%
10.62%
Fund Age
5 yrs 6 mo
12 yrs 1 mo
AUM
₹529.7 Cr
₹61.33 Cr
Alpha – 1 Year
−0.41%
−5.66%
Alpha – 3 Years
7.19%
−3.03%
Information Ratio – 3 Years
0.42
-1.20
Volatility – 1 Year
20.62%
3.14%
Volatility – 3 Years
22.08%
2.07%
Beta – 1 Year
0.94
-0.20
Beta – 3 Years
0.96
-0.08
Sharpe Ratio – 1 Year
-0.21
-0.40
Sharpe Ratio – 3 Years
0.56
0.62
Worst Rolling Year
15.76%
-3.43%
Value at Worst Rolling Year
₹1.16 Cr
₹0.97 Cr
Deepest Drawdown
−33.96%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
99.16%
Median Rolling Year
29.75%
11.58%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
—
Number of Stocks
91
9
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%
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Others · 92.72%
Government · 7.02%
Fixed Fee
1.75% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%