Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
12.88%
13.10%
1 Year
−0.84%
18.11%
3 Years
15.76%
14.56%
5 Years
16.23%
8.71%
Since Inception
21.25%
13.67%
Fund Age
5 yrs 6 mo
11 yrs 2 mo
AUM
₹529.7 Cr
₹138.06 Cr
Alpha – 1 Year
−0.41%
18.46%
Alpha – 3 Years
7.19%
5.57%
Information Ratio – 3 Years
0.42
0.62
Volatility – 1 Year
20.62%
22.83%
Volatility – 3 Years
22.08%
16.72%
Beta – 1 Year
0.94
1.29
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
-0.21
0.61
Sharpe Ratio – 3 Years
0.56
0.55
Worst Rolling Year
15.76%
-8.44%
Value at Worst Rolling Year
₹1.16 Cr
₹0.92 Cr
Deepest Drawdown
−33.96%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
29.75%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 38% · M 14% · S 45%
Number of Stocks
91
18
Portfolio P/E
30.00
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%