Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Systamatix - Dynamic Investment
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%
7.60%
6 Months
12.88%
26.61%
1 Year
−0.84%
33.69%
3 Years
15.76%
25.74%
5 Years
16.23%
21.83%
Since Inception
21.25%
—
Fund Age
5 yrs 6 mo
8 yrs 4 mo
AUM
₹529.7 Cr
₹158.52 Cr
Alpha – 1 Year
−0.41%
29.93%
Alpha – 3 Years
7.19%
14.85%
Information Ratio – 3 Years
0.42
1.52
Volatility – 1 Year
20.62%
19.82%
Volatility – 3 Years
22.08%
19.44%
Beta – 1 Year
0.94
1.03
Beta – 3 Years
0.96
1.06
Sharpe Ratio – 1 Year
-0.21
1.29
Sharpe Ratio – 3 Years
0.56
1.16
Worst Rolling Year
15.76%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−33.96%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.75%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
L 31% · M 28% · S 38%
Number of Stocks
91
20
Portfolio P/E
30.00
—
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
—
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%