Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
MOAT - Emerging Moat
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%
2.64%
6 Months
12.88%
5.29%
1 Year
−0.84%
2.64%
3 Years
15.76%
8.64%
5 Years
16.23%
—
Since Inception
21.25%
12.31%
Fund Age
5 yrs 6 mo
3 yrs 11 mo
AUM
₹529.7 Cr
₹56.94 Cr
Alpha – 1 Year
−0.41%
−2.08%
Alpha – 3 Years
7.19%
−3.45%
Information Ratio – 3 Years
0.42
-0.33
Volatility – 1 Year
20.62%
19.56%
Volatility – 3 Years
22.08%
17.76%
Beta – 1 Year
0.94
1.08
Beta – 3 Years
0.96
1.07
Sharpe Ratio – 1 Year
-0.21
-0.05
Sharpe Ratio – 3 Years
0.56
0.31
Worst Rolling Year
15.76%
8.64%
Value at Worst Rolling Year
₹1.16 Cr
₹1.09 Cr
Deepest Drawdown
−33.96%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
14.83%
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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%
0% / 0% / 0%