Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Samvitti-PMS Long Term Growth
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%
7.49%
6 Months
12.88%
27.88%
1 Year
−0.84%
29.03%
3 Years
15.76%
18.18%
5 Years
16.23%
15.45%
Since Inception
21.25%
16.74%
Fund Age
5 yrs 6 mo
10 yrs 9 mo
AUM
₹529.7 Cr
₹245.99 Cr
Alpha – 1 Year
−0.41%
24.31%
Alpha – 3 Years
7.19%
6.09%
Information Ratio – 3 Years
0.42
0.49
Volatility – 1 Year
20.62%
21.97%
Volatility – 3 Years
22.08%
17.89%
Beta – 1 Year
0.94
1.05
Beta – 3 Years
0.96
0.93
Sharpe Ratio – 1 Year
-0.21
1.03
Sharpe Ratio – 3 Years
0.56
0.70
Worst Rolling Year
15.76%
1.53%
Value at Worst Rolling Year
₹1.16 Cr
₹1.02 Cr
Deepest Drawdown
−33.96%
−20.27%
Recovery Period
Not yet recovered
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 36% · M 27% · S 36%
Number of Stocks
91
44
Portfolio P/E
30.00
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%