Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
5.72%
6 Months
12.88%
23.48%
1 Year
−0.84%
38.68%
3 Years
15.76%
26.01%
5 Years
16.23%
16.58%
Since Inception
21.25%
18.98%
Fund Age
5 yrs 6 mo
16 yrs 6 mo
AUM
₹529.7 Cr
₹1,885.18 Cr
Alpha – 1 Year
−0.41%
33.96%
Alpha – 3 Years
7.19%
13.92%
Information Ratio – 3 Years
0.42
1.27
Volatility – 1 Year
20.62%
28.06%
Volatility – 3 Years
22.08%
20.41%
Beta – 1 Year
0.94
1.39
Beta – 3 Years
0.96
1.06
Sharpe Ratio – 1 Year
-0.21
1.12
Sharpe Ratio – 3 Years
0.56
1.06
Worst Rolling Year
15.76%
-4.06%
Value at Worst Rolling Year
₹1.16 Cr
₹0.96 Cr
Deepest Drawdown
−33.96%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
29.75%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 7% · M 7% · S 82%
L 40% · M 32% · S 24%
Number of Stocks
91
28
Portfolio P/E
30.00
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%