Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
PGIM India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
3.44%
6 Months
12.88%
14.84%
1 Year
−0.84%
−4.03%
3 Years
15.76%
5.65%
5 Years
16.23%
—
Since Inception
21.25%
11.22%
Fund Age
5 yrs 6 mo
3 yrs 7 mo
AUM
₹529.7 Cr
₹83.14 Cr
Alpha – 1 Year
−0.41%
−3.68%
Alpha – 3 Years
7.19%
−3.35%
Information Ratio – 3 Years
0.42
-0.26
Volatility – 1 Year
20.62%
22.60%
Volatility – 3 Years
22.08%
18.97%
Beta – 1 Year
0.94
1.04
Beta – 3 Years
0.96
1.04
Sharpe Ratio – 1 Year
-0.21
-0.31
Sharpe Ratio – 3 Years
0.56
0.11
Worst Rolling Year
15.76%
4.98%
Value at Worst Rolling Year
₹1.16 Cr
₹1.05 Cr
Deepest Drawdown
−33.96%
−33.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
7.75%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
L 9% · M 28% · S 60%
Number of Stocks
91
27
Portfolio P/E
30.00
28.70
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%
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
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%