Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
ORO-Alpha Value
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%
0.44%
6 Months
12.88%
5.47%
1 Year
−0.84%
6.35%
3 Years
15.76%
—
5 Years
16.23%
—
Since Inception
21.25%
6.04%
Fund Age
5 yrs 6 mo
3 yrs 8 mo
AUM
₹529.7 Cr
₹1.28 Cr
Alpha – 1 Year
−0.41%
3.37%
Alpha – 3 Years
7.19%
—
Information Ratio – 3 Years
0.42
—
Volatility – 1 Year
20.62%
17.26%
Volatility – 3 Years
22.08%
15.80%
Beta – 1 Year
0.94
0.95
Beta – 3 Years
0.96
—
Sharpe Ratio – 1 Year
-0.21
0.12
Sharpe Ratio – 3 Years
0.56
0.10
Worst Rolling Year
15.76%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−33.96%
−17.83%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.75%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
L 42% · M 17% · S 27%
Number of Stocks
91
24
Portfolio P/E
30.00
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
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%