Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
QED Capital - Alphabets
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%
4.25%
6 Months
12.88%
7.44%
1 Year
−0.84%
14.27%
3 Years
15.76%
13.32%
5 Years
16.23%
10.94%
Since Inception
21.25%
15.43%
Fund Age
5 yrs 6 mo
5 yrs 4 mo
AUM
₹529.7 Cr
₹21.45 Cr
Alpha – 1 Year
−0.41%
9.55%
Alpha – 3 Years
7.19%
1.23%
Information Ratio – 3 Years
0.42
0.37
Volatility – 1 Year
20.62%
12.68%
Volatility – 3 Years
22.08%
17.36%
Beta – 1 Year
0.94
0.58
Beta – 3 Years
0.96
0.73
Sharpe Ratio – 1 Year
-0.21
0.70
Sharpe Ratio – 3 Years
0.56
0.70
Worst Rolling Year
15.76%
12.64%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−33.96%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
17.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 7% · M 28% · S 62%
Number of Stocks
91
—
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%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%