Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Anand Rathi Advisors - MNC PMS
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Anand Rathi Advisors - MNC PMS
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%
0.15%
6 Months
12.03%
9.28%
1 Year
22.15%
4.13%
3 Years
14.49%
7.71%
5 Years
12.37%
8.27%
Since Inception
12.90%
11.49%
Fund Age
11 yrs 5 mo
8 yrs 5 mo
AUM
₹441.87 Cr
₹123.55 Cr
Alpha – 1 Year
17.43%
−0.59%
Alpha – 3 Years
2.40%
−4.38%
Information Ratio – 3 Years
0.31
-0.33
Volatility – 1 Year
19.08%
21.50%
Volatility – 3 Years
17.65%
16.95%
Beta – 1 Year
1.04
1.12
Beta – 3 Years
1.05
0.97
Sharpe Ratio – 1 Year
0.87
-0.02
Sharpe Ratio – 3 Years
0.56
0.26
Worst Rolling Year
-0.27%
7.04%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−20.94%
−24.41%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
15.95%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 29% · M 38% · S 31%
Number of Stocks
29
20
Portfolio P/E
31.76
49.58
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%
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
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%