Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Quest Investment Managers – Flagship
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%
6.42%
6 Months
12.88%
15.63%
1 Year
−0.84%
0.27%
3 Years
15.76%
12.69%
5 Years
16.23%
8.81%
Since Inception
21.25%
15.48%
Fund Age
5 yrs 6 mo
18 yrs 10 mo
AUM
₹529.7 Cr
₹406.27 Cr
Alpha – 1 Year
−0.41%
−4.45%
Alpha – 3 Years
7.19%
0.61%
Information Ratio – 3 Years
0.42
0.21
Volatility – 1 Year
20.62%
22.89%
Volatility – 3 Years
22.08%
19.09%
Beta – 1 Year
0.94
1.13
Beta – 3 Years
0.96
1.05
Sharpe Ratio – 1 Year
-0.21
-0.11
Sharpe Ratio – 3 Years
0.56
0.45
Worst Rolling Year
15.76%
-10.83%
Value at Worst Rolling Year
₹1.16 Cr
₹0.89 Cr
Deepest Drawdown
−33.96%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
29.75%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 28% · M 26% · S 45%
Number of Stocks
91
29
Portfolio P/E
30.00
38.78
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%