Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
PGIM India - Phoenix 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%
3.66%
6 Months
12.88%
18.51%
1 Year
−0.84%
2.32%
3 Years
15.76%
8.56%
5 Years
16.23%
13.23%
Since Inception
21.25%
12.52%
Fund Age
5 yrs 6 mo
10 yrs
AUM
₹529.7 Cr
₹60.22 Cr
Alpha – 1 Year
−0.41%
2.67%
Alpha – 3 Years
7.19%
−0.44%
Information Ratio – 3 Years
0.42
-0.03
Volatility – 1 Year
20.62%
27.56%
Volatility – 3 Years
22.08%
21.93%
Beta – 1 Year
0.94
1.33
Beta – 3 Years
0.96
1.17
Sharpe Ratio – 1 Year
-0.21
0.01
Sharpe Ratio – 3 Years
0.56
0.24
Worst Rolling Year
15.76%
-13.90%
Value at Worst Rolling Year
₹1.16 Cr
₹0.86 Cr
Deepest Drawdown
−33.96%
−31.68%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.20%
Median Rolling Year
29.75%
15.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
M 3% · S 93%
Number of Stocks
91
26
Portfolio P/E
30.00
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
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%