Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs ValPro Alpha A
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
ValPro Alpha A
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%
0.73%
6 Months
12.88%
20.81%
1 Year
−0.84%
18.30%
3 Years
15.76%
17.96%
5 Years
16.23%
12.95%
Since Inception
21.25%
15.75%
Fund Age
5 yrs 6 mo
5 yrs 4 mo
AUM
₹529.7 Cr
₹193.44 Cr
Alpha – 1 Year
−0.41%
19.72%
Alpha – 3 Years
7.19%
10.22%
Information Ratio – 3 Years
0.42
1.02
Volatility – 1 Year
20.62%
26.31%
Volatility – 3 Years
22.08%
19.93%
Beta – 1 Year
0.94
1.42
Beta – 3 Years
0.96
1.19
Sharpe Ratio – 1 Year
-0.21
0.55
Sharpe Ratio – 3 Years
0.56
0.67
Worst Rolling Year
15.76%
8.87%
Value at Worst Rolling Year
₹1.16 Cr
₹1.09 Cr
Deepest Drawdown
−33.96%
−19.69%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
16.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 31% · M 8% · S 35%
Number of Stocks
91
112
Portfolio P/E
30.00
35.74
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%
Sacheerome Ltd · 5.27%
Max India Ltd · 4.89%
Namo eWaste Management Ltd · 4.77%
Sunlite Recycling Industries Ltd · 3.22%
Adani Power Ltd · 3.01%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 21.18%
Healthcare · 13.36%
Financial Services · 10.98%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%