Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Piper Serica Advisors - Leader 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%
3.10%
6 Months
12.88%
24.70%
1 Year
−0.84%
21.80%
3 Years
15.76%
16.46%
5 Years
16.23%
12.29%
Since Inception
21.25%
17.31%
Fund Age
5 yrs 6 mo
7 yrs 2 mo
AUM
₹529.7 Cr
₹328.39 Cr
Alpha – 1 Year
−0.41%
22.15%
Alpha – 3 Years
7.19%
7.46%
Information Ratio – 3 Years
0.42
1.55
Volatility – 1 Year
20.62%
22.56%
Volatility – 3 Years
22.08%
18.01%
Beta – 1 Year
0.94
1.10
Beta – 3 Years
0.96
0.98
Sharpe Ratio – 1 Year
-0.21
0.85
Sharpe Ratio – 3 Years
0.56
1.07
Worst Rolling Year
15.76%
7.49%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−33.96%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
—
Number of Stocks
91
16
Portfolio P/E
30.00
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 1%