Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
0.40%
6 Months
12.88%
4.60%
1 Year
−0.84%
−5.85%
3 Years
15.76%
5.64%
5 Years
16.23%
—
Since Inception
21.25%
−0.46%
Fund Age
5 yrs 6 mo
4 yrs 7 mo
AUM
₹529.7 Cr
₹87.75 Cr
Alpha – 1 Year
−0.41%
−8.83%
Alpha – 3 Years
7.19%
−6.25%
Information Ratio – 3 Years
0.42
-0.73
Volatility – 1 Year
20.62%
16.46%
Volatility – 3 Years
22.08%
15.18%
Beta – 1 Year
0.94
0.88
Beta – 3 Years
0.96
0.84
Sharpe Ratio – 1 Year
-0.21
-0.62
Sharpe Ratio – 3 Years
0.56
0.08
Worst Rolling Year
15.76%
-2.49%
Value at Worst Rolling Year
₹1.16 Cr
₹0.98 Cr
Deepest Drawdown
−33.96%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
29.75%
5.97%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
M 4% · S 79%
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
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% / 0% / 0%