Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
ORO - All Weather Portfolio
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%
−0.19%
6 Months
12.88%
−0.42%
1 Year
−0.84%
−4.58%
3 Years
15.76%
16.32%
5 Years
16.23%
13.17%
Since Inception
21.25%
13.94%
Fund Age
5 yrs 6 mo
6 yrs 6 mo
AUM
₹529.7 Cr
₹13.16 Cr
Alpha – 1 Year
−0.41%
−7.56%
Alpha – 3 Years
7.19%
4.42%
Information Ratio – 3 Years
0.42
0.49
Volatility – 1 Year
20.62%
16.90%
Volatility – 3 Years
22.08%
17.54%
Beta – 1 Year
0.94
0.86
Beta – 3 Years
0.96
0.99
Sharpe Ratio – 1 Year
-0.21
-0.52
Sharpe Ratio – 3 Years
0.56
0.69
Worst Rolling Year
15.76%
3.91%
Value at Worst Rolling Year
₹1.16 Cr
₹1.04 Cr
Deepest Drawdown
−33.96%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 66% · M 23%
Number of Stocks
91
20
Portfolio P/E
30.00
20.74
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 · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%