Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Ambit Investment Advisors - Good & Clean
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Ambit Investment Advisors - Good & Clean
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
4.14%
6 Months
−5.56%
12.03%
1 Year
34.70%
22.15%
3 Years
27.41%
14.49%
5 Years
32.51%
12.37%
Since Inception
32.15%
12.90%
Fund Age
13 yrs 6 mo
11 yrs 5 mo
AUM
₹2,318.72 Cr
₹441.87 Cr
Alpha – 1 Year
35.05%
17.43%
Alpha – 3 Years
18.41%
2.40%
Information Ratio – 3 Years
1.03
0.31
Volatility – 1 Year
21.67%
19.08%
Volatility – 3 Years
15.53%
17.65%
Beta – 1 Year
0.28
1.04
Beta – 3 Years
0.35
1.05
Sharpe Ratio – 1 Year
1.24
0.87
Sharpe Ratio – 3 Years
1.31
0.56
Worst Rolling Year
-17.36%
-0.27%
Value at Worst Rolling Year
₹0.83 Cr
₹1.00 Cr
Deepest Drawdown
−21.72%
−20.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
88.36%
99.03%
Median Rolling Year
37.79%
14.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · M 6% · S 13%
L 41% · M 34% · S 25%
Number of Stocks
9
29
Portfolio P/E
14.68
31.76
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
Lupin Ltd · 6.00%
Shriram Finance Ltd · 6.00%
Aegis Logistics Ltd · 5.00%
TVS Motor Company Ltd · 5.00%
Bharat Electronics Ltd · 5.00%
Top Sectors
Financial Services · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%