Portfolio Management Services (PMS)Compare Schemes
Ambit Anchor vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Ambit Anchor
Green Portfolio - The Impact ESG Fund
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.82%
−3.33%
6 Months
5.27%
24.60%
1 Year
10.43%
7.56%
3 Years
—
20.98%
5 Years
—
—
Since Inception
12.59%
24.10%
Fund Age
1 yr 10 mo
4 yrs 4 mo
AUM
₹146.15 Cr
₹3.89 Cr
Alpha – 1 Year
5.23%
4.58%
Alpha – 3 Years
—
9.08%
Information Ratio – 3 Years
—
0.07
Volatility – 1 Year
—
32.74%
Volatility – 3 Years
—
27.24%
Beta – 1 Year
—
1.49
Beta – 3 Years
—
1.30
Sharpe Ratio – 1 Year
—
0.20
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
17.91%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
—
−34.40%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.17%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
27
Portfolio P/E
—
52.77
Top 5 Holdings
Earlysalary · 11.07%
Oxyzo · 9.57%
Keertana Finserv · 8.27%
Vivritri Capital · 8.04%
AYE Finance · 6.94%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
Top Sectors
—
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%