Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Sameeksha - Equity Fund
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%
−0.38%
6 Months
12.88%
11.48%
1 Year
−0.84%
7.29%
3 Years
15.76%
16.29%
5 Years
16.23%
16.45%
Since Inception
21.25%
20.67%
Fund Age
5 yrs 6 mo
10 yrs 4 mo
AUM
₹529.7 Cr
₹1,333.94 Cr
Alpha – 1 Year
−0.41%
2.57%
Alpha – 3 Years
7.19%
4.20%
Information Ratio – 3 Years
0.42
0.52
Volatility – 1 Year
20.62%
21.33%
Volatility – 3 Years
22.08%
16.22%
Beta – 1 Year
0.94
1.18
Beta – 3 Years
0.96
0.93
Sharpe Ratio – 1 Year
-0.21
0.18
Sharpe Ratio – 3 Years
0.56
0.69
Worst Rolling Year
15.76%
-0.52%
Value at Worst Rolling Year
₹1.16 Cr
₹0.99 Cr
Deepest Drawdown
−33.96%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
29.75%
25.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
—
Number of Stocks
91
50
Portfolio P/E
30.00
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
—
Fixed Fee
1.75% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 0% / 0%