Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Nippon - Indian Economic Transformation - ETP
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%
3.08%
6 Months
12.88%
9.19%
1 Year
−0.84%
9.02%
3 Years
15.76%
14.71%
5 Years
16.23%
10.31%
Since Inception
21.25%
14.95%
Fund Age
5 yrs 6 mo
7 yrs 10 mo
AUM
₹529.7 Cr
₹42.73 Cr
Alpha – 1 Year
−0.41%
4.30%
Alpha – 3 Years
7.19%
2.62%
Information Ratio – 3 Years
0.42
0.63
Volatility – 1 Year
20.62%
17.52%
Volatility – 3 Years
22.08%
14.89%
Beta – 1 Year
0.94
0.97
Beta – 3 Years
0.96
0.92
Sharpe Ratio – 1 Year
-0.21
0.26
Sharpe Ratio – 3 Years
0.56
0.66
Worst Rolling Year
15.76%
8.19%
Value at Worst Rolling Year
₹1.16 Cr
₹1.08 Cr
Deepest Drawdown
−33.96%
−18.24%
Recovery Period
Not yet recovered
238 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
16.27%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 18% · M 16% · S 37%
Number of Stocks
91
30
Portfolio P/E
30.00
31.64
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 · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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%