Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Anand Rathi Advisors - Decennium Opportunity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
1.56%
6 Months
12.03%
11.47%
1 Year
22.15%
5.40%
3 Years
14.49%
7.77%
5 Years
12.37%
—
Since Inception
12.90%
9.99%
Fund Age
11 yrs 5 mo
4 yrs 9 mo
AUM
₹441.87 Cr
₹144.91 Cr
Alpha – 1 Year
17.43%
0.68%
Alpha – 3 Years
2.40%
−4.32%
Information Ratio – 3 Years
0.31
0.13
Volatility – 1 Year
19.08%
24.35%
Volatility – 3 Years
17.65%
20.17%
Beta – 1 Year
1.04
1.26
Beta – 3 Years
1.05
1.11
Sharpe Ratio – 1 Year
0.87
0.11
Sharpe Ratio – 3 Years
0.56
0.39
Worst Rolling Year
-0.27%
7.72%
Value at Worst Rolling Year
₹1.00 Cr
₹1.08 Cr
Deepest Drawdown
−20.94%
−31.10%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
12.92%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
L 33% · M 4% · S 58%
Number of Stocks
29
15
Portfolio P/E
31.76
50.52
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%
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%