Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
3.26%
6 Months
12.88%
4.03%
1 Year
−0.84%
0.70%
3 Years
15.76%
10.01%
5 Years
16.23%
8.40%
Since Inception
21.25%
14.84%
Fund Age
5 yrs 6 mo
7 yrs 10 mo
AUM
₹529.7 Cr
₹2,937.84 Cr
Alpha – 1 Year
−0.41%
−2.28%
Alpha – 3 Years
7.19%
−1.88%
Information Ratio – 3 Years
0.42
-0.37
Volatility – 1 Year
20.62%
17.90%
Volatility – 3 Years
22.08%
14.65%
Beta – 1 Year
0.94
1.00
Beta – 3 Years
0.96
0.93
Sharpe Ratio – 1 Year
-0.21
-0.18
Sharpe Ratio – 3 Years
0.56
0.35
Worst Rolling Year
15.76%
7.25%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−33.96%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 58% · M 15% · S 26%
Number of Stocks
91
71
Portfolio P/E
30.00
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%