Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
12.88%
31.10%
1 Year
−0.84%
52.47%
3 Years
15.76%
17.74%
5 Years
16.23%
16.38%
Since Inception
21.25%
15.58%
Fund Age
5 yrs 6 mo
16 yrs 9 mo
AUM
₹529.7 Cr
₹132.42 Cr
Alpha – 1 Year
−0.41%
47.75%
Alpha – 3 Years
7.19%
5.65%
Information Ratio – 3 Years
0.42
0.46
Volatility – 1 Year
20.62%
26.74%
Volatility – 3 Years
22.08%
21.32%
Beta – 1 Year
0.94
1.30
Beta – 3 Years
0.96
0.97
Sharpe Ratio – 1 Year
-0.21
1.52
Sharpe Ratio – 3 Years
0.56
0.68
Worst Rolling Year
15.76%
-15.93%
Value at Worst Rolling Year
₹1.16 Cr
₹0.84 Cr
Deepest Drawdown
−33.96%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
29.75%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 7% · M 7% · S 82%
M 9% · S 83%
Number of Stocks
91
26
Portfolio P/E
30.00
31.63
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 · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%