Portfolio Management Services (PMS)Compare Schemes
Ambit Anchor vs Investvalue India Winners Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Anchor
Investvalue India Winners Portfolio
1 Month
0.82%
5.49%
6 Months
5.27%
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1 Year
10.43%
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3 Years
—
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5 Years
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—
Since Inception
12.59%
17.31%
Fund Age
1 yr 10 mo
5 mo
AUM
₹146.15 Cr
₹30.77 Cr
Alpha – 1 Year
5.23%
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Alpha – 3 Years
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Information Ratio – 3 Years
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Volatility – 1 Year
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Volatility – 3 Years
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Beta – 1 Year
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Beta – 3 Years
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Sharpe Ratio – 1 Year
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Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
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Recovery Period
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
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L 20% · M 23% · S 49%
Number of Stocks
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20
Portfolio P/E
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53.40
Top 5 Holdings
Earlysalary · 11.07%
Oxyzo · 9.57%
Keertana Finserv · 8.27%
Vivritri Capital · 8.04%
AYE Finance · 6.94%
Cash & Cash Equivalent · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge Ltd · 5.00%
Top Sectors
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Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
Fixed Fee
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2.50% / yr
Performance Fee / Plan
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Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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2% / 1% / 0%