Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Anand Rathi Advisors - Alpha 1 Strategy
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Anand Rathi Advisors - Alpha 1 Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
2.10%
6 Months
12.03%
7.76%
1 Year
22.15%
8.69%
3 Years
14.49%
14.17%
5 Years
12.37%
—
Since Inception
12.90%
18.23%
Fund Age
11 yrs 5 mo
3 yrs 4 mo
AUM
₹441.87 Cr
₹10.3 Cr
Alpha – 1 Year
17.43%
3.97%
Alpha – 3 Years
2.40%
2.09%
Information Ratio – 3 Years
0.31
1.14
Volatility – 1 Year
19.08%
18.17%
Volatility – 3 Years
17.65%
15.44%
Beta – 1 Year
1.04
1.03
Beta – 3 Years
1.05
0.99
Sharpe Ratio – 1 Year
0.87
0.32
Sharpe Ratio – 3 Years
0.56
0.69
Worst Rolling Year
-0.27%
13.56%
Value at Worst Rolling Year
₹1.00 Cr
₹1.14 Cr
Deepest Drawdown
−20.94%
−19.52%
Recovery Period
153 days
518 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
15.40%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
—
Number of Stocks
29
15
Portfolio P/E
31.76
—
Top 5 Holdings
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%
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
Fixed Fee
2.50% / yr
1.10% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%