Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs White Whale - North Star Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
White Whale - North Star 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%
1.86%
6 Months
12.88%
12.33%
1 Year
−0.84%
4.88%
3 Years
15.76%
11.50%
5 Years
16.23%
8.05%
Since Inception
21.25%
12.28%
Fund Age
5 yrs 6 mo
5 yrs 9 mo
AUM
₹529.7 Cr
₹65.79 Cr
Alpha – 1 Year
−0.41%
5.23%
Alpha – 3 Years
7.19%
2.50%
Information Ratio – 3 Years
0.42
0.20
Volatility – 1 Year
20.62%
22.05%
Volatility – 3 Years
22.08%
16.19%
Beta – 1 Year
0.94
1.25
Beta – 3 Years
0.96
0.98
Sharpe Ratio – 1 Year
-0.21
0.08
Sharpe Ratio – 3 Years
0.56
0.38
Worst Rolling Year
15.76%
2.51%
Value at Worst Rolling Year
₹1.16 Cr
₹1.03 Cr
Deepest Drawdown
−33.96%
−22.63%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
10.42%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 46% · M 9% · S 40%
Number of Stocks
91
16
Portfolio P/E
30.00
40.26
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%
Bajaj Finance Ltd · 10.47%
Cartrade Tech Ltd · 9.73%
One 97 Communications Ltd · 7.24%
MAS Financial Services Ltd · 7.03%
Polycab India Ltd · 6.87%
Top Sectors
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Financial Services · 35.55%
Healthcare · 17.03%
Consumer Services · 15.11%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%