Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs NARNOLIA 5TX5T
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
NARNOLIA 5TX5T
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%
−1.30%
6 Months
12.88%
1.52%
1 Year
−0.84%
4.27%
3 Years
15.76%
9.63%
5 Years
16.23%
8.81%
Since Inception
21.25%
14.68%
Fund Age
5 yrs 6 mo
11 yrs 3 mo
AUM
₹529.7 Cr
₹57.28 Cr
Alpha – 1 Year
−0.41%
4.62%
Alpha – 3 Years
7.19%
0.63%
Information Ratio – 3 Years
0.42
0.14
Volatility – 1 Year
20.62%
14.81%
Volatility – 3 Years
22.08%
14.19%
Beta – 1 Year
0.94
0.90
Beta – 3 Years
0.96
0.94
Sharpe Ratio – 1 Year
-0.21
0.01
Sharpe Ratio – 3 Years
0.56
0.36
Worst Rolling Year
15.76%
-0.19%
Value at Worst Rolling Year
₹1.16 Cr
₹1.00 Cr
Deepest Drawdown
−33.96%
−21.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.93%
Median Rolling Year
29.75%
15.80%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 60% · M 13% · S 27%
Number of Stocks
91
27
Portfolio P/E
30.00
35.52
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%
State Bank of India · 7.21%
HDFC Bank Ltd · 7.16%
ICICI Bank Ltd · 6.85%
Mahindra & Mahindra Ltd · 6.66%
Adani Ports & Special Economic Zone Ltd · 5.80%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 32.48%
Automobile and Auto Components · 13.43%
Healthcare · 6.81%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%