Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
NJ - Bluechip
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
−1.21%
6 Months
12.88%
5.09%
1 Year
−0.84%
0.26%
3 Years
15.76%
9.53%
5 Years
16.23%
5.40%
Since Inception
21.25%
12.09%
Fund Age
5 yrs 6 mo
8 yrs 5 mo
AUM
₹529.7 Cr
₹1,644.09 Cr
Alpha – 1 Year
−0.41%
0.61%
Alpha – 3 Years
7.19%
0.54%
Information Ratio – 3 Years
0.42
0.06
Volatility – 1 Year
20.62%
17.94%
Volatility – 3 Years
22.08%
17.25%
Beta – 1 Year
0.94
1.03
Beta – 3 Years
0.96
1.11
Sharpe Ratio – 1 Year
-0.21
-0.20
Sharpe Ratio – 3 Years
0.56
0.31
Worst Rolling Year
15.76%
2.29%
Value at Worst Rolling Year
₹1.16 Cr
₹1.02 Cr
Deepest Drawdown
−33.96%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 49% · M 36% · S 14%
Number of Stocks
91
20
Portfolio P/E
30.00
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%