Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Unifi APJ 20*
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%
3.07%
6 Months
12.88%
13.63%
1 Year
−0.84%
10.76%
3 Years
15.76%
13.00%
5 Years
16.23%
13.13%
Since Inception
21.25%
20.07%
Fund Age
5 yrs 6 mo
10 yrs 11 mo
AUM
₹529.7 Cr
₹942.94 Cr
Alpha – 1 Year
−0.41%
6.04%
Alpha – 3 Years
7.19%
0.91%
Information Ratio – 3 Years
0.42
0.27
Volatility – 1 Year
20.62%
18.61%
Volatility – 3 Years
22.08%
17.55%
Beta – 1 Year
0.94
1.02
Beta – 3 Years
0.96
1.01
Sharpe Ratio – 1 Year
-0.21
0.35
Sharpe Ratio – 3 Years
0.56
0.49
Worst Rolling Year
15.76%
-10.32%
Value at Worst Rolling Year
₹1.16 Cr
₹0.90 Cr
Deepest Drawdown
−33.96%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
29.75%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 15% · M 3% · S 82%
Number of Stocks
91
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Portfolio P/E
30.00
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
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Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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