Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Phillip Capital - Emerging India 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%
3.88%
6 Months
12.88%
18.21%
1 Year
−0.84%
11.44%
3 Years
15.76%
9.27%
5 Years
16.23%
10.90%
Since Inception
21.25%
13.08%
Fund Age
5 yrs 6 mo
9 yrs
AUM
₹529.7 Cr
₹29.3 Cr
Alpha – 1 Year
−0.41%
6.74%
Alpha – 3 Years
7.19%
−1.95%
Information Ratio – 3 Years
0.42
-0.21
Volatility – 1 Year
20.62%
23.26%
Volatility – 3 Years
22.08%
18.09%
Beta – 1 Year
0.94
1.21
Beta – 3 Years
0.96
0.98
Sharpe Ratio – 1 Year
-0.21
0.35
Sharpe Ratio – 3 Years
0.56
0.32
Worst Rolling Year
15.76%
0.11%
Value at Worst Rolling Year
₹1.16 Cr
₹1.00 Cr
Deepest Drawdown
−33.96%
−21.53%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
29.75%
15.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 6% · M 32% · S 55%
Number of Stocks
91
23
Portfolio P/E
30.00
49.89
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 · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
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%