Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
SMC Global - Growth
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%
5.80%
6 Months
12.88%
20.03%
1 Year
−0.84%
17.27%
3 Years
15.76%
12.81%
5 Years
16.23%
11.98%
Since Inception
21.25%
14.70%
Fund Age
5 yrs 6 mo
6 yrs 10 mo
AUM
₹529.7 Cr
₹201.68 Cr
Alpha – 1 Year
−0.41%
12.55%
Alpha – 3 Years
7.19%
0.73%
Information Ratio – 3 Years
0.42
0.15
Volatility – 1 Year
20.62%
22.73%
Volatility – 3 Years
22.08%
20.11%
Beta – 1 Year
0.94
1.17
Beta – 3 Years
0.96
1.13
Sharpe Ratio – 1 Year
-0.21
0.58
Sharpe Ratio – 3 Years
0.56
0.44
Worst Rolling Year
15.76%
7.98%
Value at Worst Rolling Year
₹1.16 Cr
₹1.08 Cr
Deepest Drawdown
−33.96%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 38% · M 4% · S 49%
Number of Stocks
91
24
Portfolio P/E
30.00
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%