Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Magadh - Value for Growth
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Magadh - Value for Growth
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%
1.29%
6 Months
12.88%
−4.12%
1 Year
−0.84%
1.97%
3 Years
15.76%
12.30%
5 Years
16.23%
12.28%
Since Inception
21.25%
12.08%
Fund Age
5 yrs 6 mo
5 yrs
AUM
₹529.7 Cr
₹27.16 Cr
Alpha – 1 Year
−0.41%
−2.75%
Alpha – 3 Years
7.19%
0.21%
Information Ratio – 3 Years
0.42
0.08
Volatility – 1 Year
20.62%
18.26%
Volatility – 3 Years
22.08%
15.26%
Beta – 1 Year
0.94
1.01
Beta – 3 Years
0.96
0.92
Sharpe Ratio – 1 Year
-0.21
-0.09
Sharpe Ratio – 3 Years
0.56
0.53
Worst Rolling Year
15.76%
12.19%
Value at Worst Rolling Year
₹1.16 Cr
₹1.12 Cr
Deepest Drawdown
−33.96%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
21.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 41% · M 28% · S 30%
Number of Stocks
91
27
Portfolio P/E
30.00
24.88
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%
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%