Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Quest Investment Managers – Multi
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%
6.28%
6 Months
12.88%
16.32%
1 Year
−0.84%
11.67%
3 Years
15.76%
19.26%
5 Years
16.23%
13.96%
Since Inception
21.25%
16.00%
Fund Age
5 yrs 6 mo
12 yrs
AUM
₹529.7 Cr
₹725.3 Cr
Alpha – 1 Year
−0.41%
6.95%
Alpha – 3 Years
7.19%
7.18%
Information Ratio – 3 Years
0.42
0.87
Volatility – 1 Year
20.62%
21.97%
Volatility – 3 Years
22.08%
19.77%
Beta – 1 Year
0.94
1.15
Beta – 3 Years
0.96
1.13
Sharpe Ratio – 1 Year
-0.21
0.37
Sharpe Ratio – 3 Years
0.56
0.73
Worst Rolling Year
15.76%
-10.23%
Value at Worst Rolling Year
₹1.16 Cr
₹0.90 Cr
Deepest Drawdown
−33.96%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
29.75%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 29% · M 26% · S 42%
Number of Stocks
91
34
Portfolio P/E
30.00
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
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%