Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
12.88%
24.02%
1 Year
−0.84%
36.06%
3 Years
15.76%
24.43%
5 Years
16.23%
16.10%
Since Inception
21.25%
15.98%
Fund Age
5 yrs 6 mo
14 yrs 10 mo
AUM
₹529.7 Cr
₹214.08 Cr
Alpha – 1 Year
−0.41%
31.34%
Alpha – 3 Years
7.19%
12.34%
Information Ratio – 3 Years
0.42
1.07
Volatility – 1 Year
20.62%
26.85%
Volatility – 3 Years
22.08%
19.70%
Beta – 1 Year
0.94
1.34
Beta – 3 Years
0.96
1.03
Sharpe Ratio – 1 Year
-0.21
1.08
Sharpe Ratio – 3 Years
0.56
0.96
Worst Rolling Year
15.76%
-9.81%
Value at Worst Rolling Year
₹1.16 Cr
₹0.90 Cr
Deepest Drawdown
−33.96%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
29.75%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 40% · M 33% · S 24%
Number of Stocks
91
31
Portfolio P/E
30.00
42.55
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 · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%