Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Tamohara - Q Strategy
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%
−0.46%
6 Months
12.88%
6.77%
1 Year
−0.84%
7.38%
3 Years
15.76%
9.03%
5 Years
16.23%
—
Since Inception
21.25%
10.29%
Fund Age
5 yrs 6 mo
4 yrs 2 mo
AUM
₹529.7 Cr
₹9.69 Cr
Alpha – 1 Year
−0.41%
7.73%
Alpha – 3 Years
7.19%
0.04%
Information Ratio – 3 Years
0.42
0.09
Volatility – 1 Year
20.62%
17.08%
Volatility – 3 Years
22.08%
16.18%
Beta – 1 Year
0.94
0.95
Beta – 3 Years
0.96
1.08
Sharpe Ratio – 1 Year
-0.21
0.20
Sharpe Ratio – 3 Years
0.56
0.33
Worst Rolling Year
15.76%
7.39%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−33.96%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
L 41% · M 53%
Number of Stocks
91
22
Portfolio P/E
30.00
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –