Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Kotak Pioneer Model Strategy Aggressive
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%
1.96%
6 Months
12.88%
−0.83%
1 Year
−0.84%
14.95%
3 Years
15.76%
—
5 Years
16.23%
—
Since Inception
21.25%
15.45%
Fund Age
5 yrs 6 mo
4 yrs 1 mo
AUM
₹529.7 Cr
₹67.74 Cr
Alpha – 1 Year
−0.41%
8.24%
Alpha – 3 Years
7.19%
—
Information Ratio – 3 Years
0.42
0.30
Volatility – 1 Year
20.62%
16.48%
Volatility – 3 Years
22.08%
12.47%
Beta – 1 Year
0.94
1.58
Beta – 3 Years
0.96
1.45
Sharpe Ratio – 1 Year
-0.21
0.60
Sharpe Ratio – 3 Years
0.56
0.77
Worst Rolling Year
15.76%
13.91%
Value at Worst Rolling Year
₹1.16 Cr
₹1.14 Cr
Deepest Drawdown
−33.96%
−14.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
16.42%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
—
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%
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
—
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –