Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
12.88%
6.66%
1 Year
−0.84%
7.95%
3 Years
15.76%
14.01%
5 Years
16.23%
12.40%
Since Inception
21.25%
16.07%
Fund Age
5 yrs 6 mo
12 yrs 5 mo
AUM
₹529.7 Cr
₹27.98 Cr
Alpha – 1 Year
−0.41%
3.23%
Alpha – 3 Years
7.19%
1.92%
Information Ratio – 3 Years
0.42
0.55
Volatility – 1 Year
20.62%
16.42%
Volatility – 3 Years
22.08%
14.36%
Beta – 1 Year
0.94
0.92
Beta – 3 Years
0.96
0.91
Sharpe Ratio – 1 Year
-0.21
0.15
Sharpe Ratio – 3 Years
0.56
0.63
Worst Rolling Year
15.76%
-4.39%
Value at Worst Rolling Year
₹1.16 Cr
₹0.96 Cr
Deepest Drawdown
−33.96%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
29.75%
15.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 25% · M 6% · S 37%
Number of Stocks
91
30
Portfolio P/E
30.00
29.90
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%
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%