Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Silver Arch - India Equity 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%
6.91%
6 Months
12.88%
15.63%
1 Year
−0.84%
20.01%
3 Years
15.76%
17.10%
5 Years
16.23%
15.64%
Since Inception
21.25%
13.05%
Fund Age
5 yrs 6 mo
8 yrs 11 mo
AUM
₹529.7 Cr
₹46.46 Cr
Alpha – 1 Year
−0.41%
15.29%
Alpha – 3 Years
7.19%
5.01%
Information Ratio – 3 Years
0.42
0.88
Volatility – 1 Year
20.62%
20.61%
Volatility – 3 Years
22.08%
19.98%
Beta – 1 Year
0.94
0.94
Beta – 3 Years
0.96
1.02
Sharpe Ratio – 1 Year
-0.21
0.73
Sharpe Ratio – 3 Years
0.56
0.85
Worst Rolling Year
15.76%
-3.76%
Value at Worst Rolling Year
₹1.16 Cr
₹0.96 Cr
Deepest Drawdown
−33.96%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
29.75%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 27% · M 34% · S 33%
Number of Stocks
91
25
Portfolio P/E
30.00
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%