Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
0.95%
6 Months
12.88%
11.98%
1 Year
−0.84%
18.12%
3 Years
15.76%
18.24%
5 Years
16.23%
—
Since Inception
21.25%
20.21%
Fund Age
5 yrs 6 mo
4 yrs 8 mo
AUM
₹529.7 Cr
₹424.87 Cr
Alpha – 1 Year
−0.41%
13.40%
Alpha – 3 Years
7.19%
6.15%
Information Ratio – 3 Years
0.42
0.85
Volatility – 1 Year
20.62%
22.44%
Volatility – 3 Years
22.08%
19.69%
Beta – 1 Year
0.94
1.22
Beta – 3 Years
0.96
1.10
Sharpe Ratio – 1 Year
-0.21
0.61
Sharpe Ratio – 3 Years
0.56
0.80
Worst Rolling Year
15.76%
18.24%
Value at Worst Rolling Year
₹1.16 Cr
₹1.18 Cr
Deepest Drawdown
−33.96%
−25.57%
Recovery Period
Not yet recovered
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
24.33%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
M 1% · S 89%
Number of Stocks
91
30
Portfolio P/E
30.00
23.45
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 · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
1.75% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%