Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
0.67%
6 Months
12.88%
1.38%
1 Year
−0.84%
7.78%
3 Years
15.76%
12.37%
5 Years
16.23%
10.07%
Since Inception
21.25%
13.18%
Fund Age
5 yrs 6 mo
6 yrs 8 mo
AUM
₹529.7 Cr
₹1.13 Cr
Alpha – 1 Year
−0.41%
8.13%
Alpha – 3 Years
7.19%
3.37%
Information Ratio – 3 Years
0.42
0.42
Volatility – 1 Year
20.62%
17.12%
Volatility – 3 Years
22.08%
14.65%
Beta – 1 Year
0.94
0.93
Beta – 3 Years
0.96
0.90
Sharpe Ratio – 1 Year
-0.21
0.21
Sharpe Ratio – 3 Years
0.56
0.51
Worst Rolling Year
15.76%
10.01%
Value at Worst Rolling Year
₹1.16 Cr
₹1.10 Cr
Deepest Drawdown
−33.96%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
15.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 34% · M 14% · S 34%
Number of Stocks
91
43
Portfolio P/E
30.00
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%