Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
3.80%
6 Months
12.88%
7.35%
1 Year
−0.84%
9.59%
3 Years
15.76%
7.90%
5 Years
16.23%
12.07%
Since Inception
21.25%
14.25%
Fund Age
5 yrs 6 mo
13 yrs 1 mo
AUM
₹529.7 Cr
₹106.28 Cr
Alpha – 1 Year
−0.41%
9.94%
Alpha – 3 Years
7.19%
−1.10%
Information Ratio – 3 Years
0.42
-0.12
Volatility – 1 Year
20.62%
15.58%
Volatility – 3 Years
22.08%
14.39%
Beta – 1 Year
0.94
0.83
Beta – 3 Years
0.96
0.84
Sharpe Ratio – 1 Year
-0.21
0.33
Sharpe Ratio – 3 Years
0.56
0.24
Worst Rolling Year
15.76%
-8.02%
Value at Worst Rolling Year
₹1.16 Cr
₹0.92 Cr
Deepest Drawdown
−33.96%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.28%
Median Rolling Year
29.75%
11.54%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 39% · M 40% · S 18%
Number of Stocks
91
25
Portfolio P/E
30.00
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%