Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.10%
−2.26%
6 Months
12.88%
9.35%
1 Year
−0.84%
10.43%
3 Years
15.76%
15.16%
5 Years
16.23%
—
Since Inception
21.25%
21.24%
Fund Age
5 yrs 6 mo
4 yrs 11 mo
AUM
₹529.7 Cr
₹16.88 Cr
Alpha – 1 Year
−0.41%
8.57%
Alpha – 3 Years
7.19%
3.08%
Information Ratio – 3 Years
0.42
0.34
Volatility – 1 Year
20.62%
33.08%
Volatility – 3 Years
22.08%
27.65%
Beta – 1 Year
0.94
1.54
Beta – 3 Years
0.96
1.38
Sharpe Ratio – 1 Year
-0.21
0.28
Sharpe Ratio – 3 Years
0.56
0.51
Worst Rolling Year
15.76%
12.88%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−33.96%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
L 9% · M 17% · S 71%
Number of Stocks
91
16
Portfolio P/E
30.00
48.24
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%
—
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%