Portfolio Management Services (PMS)Compare Schemes
Amaltas Keystone Fund vs Ambit Investment Advisors - Good & Clean
Add SchemeGrowth of ₹1 Crore
Amaltas Keystone Fund
Ambit Investment Advisors - Good & Clean
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.65%
4.14%
6 Months
52.84%
12.03%
1 Year
44.79%
22.15%
3 Years
—
14.49%
5 Years
—
12.37%
Since Inception
24.04%
12.90%
Fund Age
19 mo
11 yrs 5 mo
AUM
₹65.12 Cr
₹441.87 Cr
Alpha – 1 Year
40.07%
17.43%
Alpha – 3 Years
—
2.40%
Information Ratio – 3 Years
—
0.31
Volatility – 1 Year
32.99%
19.08%
Volatility – 3 Years
—
17.65%
Beta – 1 Year
1.48
1.04
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
1.12
0.87
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
-0.27%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−15.77%
−20.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
—
99.03%
Median Rolling Year
—
14.69%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 41% · M 34% · S 25%
Number of Stocks
—
29
Portfolio P/E
—
31.76
Top 5 Holdings
Piramal Enterprises Limited · 0.00%
CARE Ratings Ltd · 0.00%
Sterlite Technologies Ltd · 0.00%
Muthoot Microfin Ltd · 0.00%
Bodal Chemicals Ltd · 0.00%
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 · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%