Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Asit C Mehta - Ace Blue-chip
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Asit C Mehta - Ace Blue-chip
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%
−2.58%
6 Months
12.03%
1.87%
1 Year
22.15%
8.68%
3 Years
14.49%
16.60%
5 Years
12.37%
15.36%
Since Inception
12.90%
12.51%
Fund Age
11 yrs 5 mo
8 yrs 8 mo
AUM
₹441.87 Cr
₹4.55 Cr
Alpha – 1 Year
17.43%
3.96%
Alpha – 3 Years
2.40%
4.51%
Information Ratio – 3 Years
0.31
0.64
Volatility – 1 Year
19.08%
15.98%
Volatility – 3 Years
17.65%
15.76%
Beta – 1 Year
1.04
0.87
Beta – 3 Years
1.05
0.94
Sharpe Ratio – 1 Year
0.87
0.27
Sharpe Ratio – 3 Years
0.56
0.72
Worst Rolling Year
-0.27%
1.47%
Value at Worst Rolling Year
₹1.00 Cr
₹1.01 Cr
Deepest Drawdown
−20.94%
−17.84%
Recovery Period
153 days
136 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
19.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 68% · M 14% · S 12%
Number of Stocks
29
14
Portfolio P/E
31.76
31.16
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%
Cash & Cash Equivalent · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%