Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Tamohara - TRUFFLE
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%
8.72%
6 Months
12.88%
28.59%
1 Year
−0.84%
28.02%
3 Years
15.76%
18.67%
5 Years
16.23%
17.18%
Since Inception
21.25%
20.03%
Fund Age
5 yrs 6 mo
5 yrs 4 mo
AUM
₹529.7 Cr
₹221.27 Cr
Alpha – 1 Year
−0.41%
28.37%
Alpha – 3 Years
7.19%
9.68%
Information Ratio – 3 Years
0.42
0.87
Volatility – 1 Year
20.62%
22.32%
Volatility – 3 Years
22.08%
17.88%
Beta – 1 Year
0.94
1.03
Beta – 3 Years
0.96
0.95
Sharpe Ratio – 1 Year
-0.21
0.99
Sharpe Ratio – 3 Years
0.56
0.81
Worst Rolling Year
15.76%
13.69%
Value at Worst Rolling Year
₹1.16 Cr
₹1.14 Cr
Deepest Drawdown
−33.96%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 19% · M 4% · S 74%
Number of Stocks
91
29
Portfolio P/E
30.00
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –