Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Motilal Oswal - Ethical
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%
1.53%
6 Months
12.88%
18.13%
1 Year
−0.84%
13.15%
3 Years
15.76%
14.12%
5 Years
16.23%
11.96%
Since Inception
21.25%
13.25%
Fund Age
5 yrs 6 mo
5 yrs 1 mo
AUM
₹529.7 Cr
₹77.09 Cr
Alpha – 1 Year
−0.41%
10.17%
Alpha – 3 Years
7.19%
2.24%
Information Ratio – 3 Years
0.42
0.36
Volatility – 1 Year
20.62%
23.76%
Volatility – 3 Years
22.08%
19.81%
Beta – 1 Year
0.94
1.23
Beta – 3 Years
0.96
1.14
Sharpe Ratio – 1 Year
-0.21
0.40
Sharpe Ratio – 3 Years
0.56
0.50
Worst Rolling Year
15.76%
8.04%
Value at Worst Rolling Year
₹1.16 Cr
₹1.08 Cr
Deepest Drawdown
−33.96%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 28% · M 28% · S 44%
Number of Stocks
91
20
Portfolio P/E
30.00
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
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%