Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Wallfort-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Wallfort-Diversified Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.10%
0.44%
6 Months
12.88%
24.87%
1 Year
−0.84%
7.81%
3 Years
15.76%
29.92%
5 Years
16.23%
26.50%
Since Inception
21.25%
23.67%
Fund Age
5 yrs 6 mo
5 yrs 9 mo
AUM
₹529.7 Cr
₹607.62 Cr
Alpha – 1 Year
−0.41%
3.09%
Alpha – 3 Years
7.19%
17.83%
Information Ratio – 3 Years
0.42
—
Volatility – 1 Year
20.62%
37.31%
Volatility – 3 Years
22.08%
29.20%
Beta – 1 Year
0.94
1.91
Beta – 3 Years
0.96
—
Sharpe Ratio – 1 Year
-0.21
0.22
Sharpe Ratio – 3 Years
0.56
2.38
Worst Rolling Year
15.76%
7.15%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−33.96%
−15.58%
Recovery Period
Not yet recovered
40 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
36.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
—
Number of Stocks
91
—
Portfolio P/E
30.00
—
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%
Optiemus Infracom Ltd · 10.22%
Agarwal Industrial Corporation Ltd · 9.15%
Goldiam International Ltd · 8.04%
Eimco Elecon (India) Ltd · 7.56%
Nikhil Adhesives Ltd · 7.48%
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
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%