Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
SageOne Large and Midcap Portfolio
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%
2.20%
6 Months
12.88%
6.00%
1 Year
−0.84%
4.90%
3 Years
15.76%
18.50%
5 Years
16.23%
—
Since Inception
21.25%
16.60%
Fund Age
5 yrs 6 mo
3 yrs
AUM
₹529.7 Cr
₹209.72 Cr
Alpha – 1 Year
−0.41%
0.20%
Alpha – 3 Years
7.19%
6.40%
Information Ratio – 3 Years
0.42
1.16
Volatility – 1 Year
20.62%
19.79%
Volatility – 3 Years
22.08%
17.07%
Beta – 1 Year
0.94
1.06
Beta – 3 Years
0.96
1.05
Sharpe Ratio – 1 Year
-0.21
0.07
Sharpe Ratio – 3 Years
0.56
0.81
Worst Rolling Year
15.76%
18.52%
Value at Worst Rolling Year
₹1.16 Cr
₹1.19 Cr
Deepest Drawdown
−33.96%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
L 67% · M 33%
Number of Stocks
91
24
Portfolio P/E
30.00
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%