Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
SBI AEON ALPHA PMS
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%
0.41%
6 Months
12.88%
20.81%
1 Year
−0.84%
15.63%
3 Years
15.76%
13.76%
5 Years
16.23%
—
Since Inception
21.25%
14.77%
Fund Age
5 yrs 6 mo
4 yrs 6 mo
AUM
₹529.7 Cr
₹751.68 Cr
Alpha – 1 Year
−0.41%
16.06%
Alpha – 3 Years
7.19%
5.19%
Information Ratio – 3 Years
0.42
0.25
Volatility – 1 Year
20.62%
18.90%
Volatility – 3 Years
22.08%
16.75%
Beta – 1 Year
0.94
0.89
Beta – 3 Years
0.96
0.79
Sharpe Ratio – 1 Year
-0.21
0.57
Sharpe Ratio – 3 Years
0.56
0.53
Worst Rolling Year
15.76%
13.60%
Value at Worst Rolling Year
₹1.16 Cr
₹1.14 Cr
Deepest Drawdown
−33.96%
−21.60%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
15.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
L 16% · M 11% · S 70%
Number of Stocks
91
—
Portfolio P/E
30.00
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
—
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%