Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Unifi Blended - Rangoli
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%
3.17%
6 Months
12.88%
10.91%
1 Year
−0.84%
10.45%
3 Years
15.76%
10.60%
5 Years
16.23%
10.74%
Since Inception
21.25%
18.07%
Fund Age
5 yrs 6 mo
9 yrs 2 mo
AUM
₹529.7 Cr
₹11,464.61 Cr
Alpha – 1 Year
−0.41%
5.73%
Alpha – 3 Years
7.19%
−1.49%
Information Ratio – 3 Years
0.42
-0.11
Volatility – 1 Year
20.62%
18.78%
Volatility – 3 Years
22.08%
16.83%
Beta – 1 Year
0.94
1.04
Beta – 3 Years
0.96
1.02
Sharpe Ratio – 1 Year
-0.21
0.34
Sharpe Ratio – 3 Years
0.56
0.37
Worst Rolling Year
15.76%
4.89%
Value at Worst Rolling Year
₹1.16 Cr
₹1.05 Cr
Deepest Drawdown
−33.96%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 24% · M 11% · S 66%
Number of Stocks
91
—
Portfolio P/E
30.00
21.80
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
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
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%
0% / 0% / 0%