Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs ArthAlpha Machine Learning Equity Quant
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
ArthAlpha Machine Learning Equity Quant
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%
2.31%
6 Months
12.03%
5.63%
1 Year
22.15%
10.47%
3 Years
14.49%
—
5 Years
12.37%
—
Since Inception
12.90%
6.92%
Fund Age
11 yrs 5 mo
1 yr 10 mo
AUM
₹441.87 Cr
₹64.41 Cr
Alpha – 1 Year
17.43%
5.75%
Alpha – 3 Years
2.40%
—
Information Ratio – 3 Years
0.31
—
Volatility – 1 Year
19.08%
17.22%
Volatility – 3 Years
17.65%
—
Beta – 1 Year
1.04
0.92
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.87
0.36
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
-0.27%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−20.94%
−11.60%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
—
Median Rolling Year
14.69%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
L 33% · M 60% · S 3%
Number of Stocks
29
35
Portfolio P/E
31.76
35.94
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%
BSE Ltd · 4.95%
Multi Commodity Exchange of India Ltd · 4.44%
Oracle Financial Services Software Ltd · 4.41%
Coforge Ltd · 3.67%
NLC India Ltd · 3.63%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—