Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
KEDIA - Multi Cap
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%
2.23%
6 Months
12.88%
7.97%
1 Year
−0.84%
6.21%
3 Years
15.76%
12.78%
5 Years
16.23%
14.19%
Since Inception
21.25%
16.41%
Fund Age
5 yrs 6 mo
7 yrs 3 mo
AUM
₹529.7 Cr
₹115.97 Cr
Alpha – 1 Year
−0.41%
1.49%
Alpha – 3 Years
7.19%
0.69%
Information Ratio – 3 Years
0.42
0.20
Volatility – 1 Year
20.62%
15.75%
Volatility – 3 Years
22.08%
15.69%
Beta – 1 Year
0.94
0.82
Beta – 3 Years
0.96
0.88
Sharpe Ratio – 1 Year
-0.21
0.12
Sharpe Ratio – 3 Years
0.56
0.51
Worst Rolling Year
15.76%
11.84%
Value at Worst Rolling Year
₹1.16 Cr
₹1.12 Cr
Deepest Drawdown
−33.96%
−23.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
21.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
—
Number of Stocks
91
35
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%
—
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
—
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%