Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
12.88%
2.04%
1 Year
−0.84%
13.04%
3 Years
15.76%
15.74%
5 Years
16.23%
14.15%
Since Inception
21.25%
15.13%
Fund Age
5 yrs 6 mo
14 yrs 1 mo
AUM
₹529.7 Cr
₹850.7 Cr
Alpha – 1 Year
−0.41%
13.39%
Alpha – 3 Years
7.19%
6.74%
Information Ratio – 3 Years
0.42
1.02
Volatility – 1 Year
20.62%
18.01%
Volatility – 3 Years
22.08%
15.42%
Beta – 1 Year
0.94
1.04
Beta – 3 Years
0.96
0.99
Sharpe Ratio – 1 Year
-0.21
0.48
Sharpe Ratio – 3 Years
0.56
0.76
Worst Rolling Year
15.76%
-19.06%
Value at Worst Rolling Year
₹1.16 Cr
₹0.81 Cr
Deepest Drawdown
−33.96%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
29.75%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 7% · M 7% · S 82%
L 53% · M 28% · S 13%
Number of Stocks
91
—
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%