Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
12.88%
11.30%
1 Year
−0.84%
5.88%
3 Years
15.76%
—
5 Years
16.23%
—
Since Inception
21.25%
10.85%
Fund Age
5 yrs 6 mo
2 yrs 5 mo
AUM
₹529.7 Cr
₹45.96 Cr
Alpha – 1 Year
−0.41%
−0.98%
Alpha – 3 Years
7.19%
—
Information Ratio – 3 Years
0.42
—
Volatility – 1 Year
20.62%
21.88%
Volatility – 3 Years
22.08%
—
Beta – 1 Year
0.94
2.00
Beta – 3 Years
0.96
—
Sharpe Ratio – 1 Year
-0.21
0.12
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
15.76%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−33.96%
−19.87%
Recovery Period
Not yet recovered
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 12% · M 4% · S 66%
Number of Stocks
91
39
Portfolio P/E
30.00
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 1%