Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Pelican PE fund
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%
−1.39%
6 Months
12.88%
−2.47%
1 Year
−0.84%
1.15%
3 Years
15.76%
8.53%
5 Years
16.23%
8.38%
Since Inception
21.25%
10.13%
Fund Age
5 yrs 6 mo
8 yrs 2 mo
AUM
₹529.7 Cr
₹52.94 Cr
Alpha – 1 Year
−0.41%
1.50%
Alpha – 3 Years
7.19%
−0.47%
Information Ratio – 3 Years
0.42
-0.50
Volatility – 1 Year
20.62%
18.43%
Volatility – 3 Years
22.08%
14.27%
Beta – 1 Year
0.94
1.13
Beta – 3 Years
0.96
0.99
Sharpe Ratio – 1 Year
-0.21
-0.13
Sharpe Ratio – 3 Years
0.56
0.15
Worst Rolling Year
15.76%
7.57%
Value at Worst Rolling Year
₹1.16 Cr
₹1.08 Cr
Deepest Drawdown
−33.96%
−16.90%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
12.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 64% · M 27% · S 1%
Number of Stocks
91
10
Portfolio P/E
30.00
46.08
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%
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
1.75% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%