Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Asit C Mehta - Ace Ten Trillion Opportunities
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Asit C Mehta - Ace Ten Trillion Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
1.87%
6 Months
12.03%
30.77%
1 Year
22.15%
28.96%
3 Years
14.49%
24.68%
5 Years
12.37%
24.06%
Since Inception
12.90%
19.53%
Fund Age
11 yrs 5 mo
8 yrs 8 mo
AUM
₹441.87 Cr
₹11.41 Cr
Alpha – 1 Year
17.43%
24.24%
Alpha – 3 Years
2.40%
12.59%
Information Ratio – 3 Years
0.31
0.80
Volatility – 1 Year
19.08%
25.13%
Volatility – 3 Years
17.65%
25.00%
Beta – 1 Year
1.04
1.30
Beta – 3 Years
1.05
1.32
Sharpe Ratio – 1 Year
0.87
0.92
Sharpe Ratio – 3 Years
0.56
0.80
Worst Rolling Year
-0.27%
4.85%
Value at Worst Rolling Year
₹1.00 Cr
₹1.05 Cr
Deepest Drawdown
−20.94%
−27.69%
Recovery Period
153 days
472 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
28.03%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
M 10% · S 86%
Number of Stocks
29
19
Portfolio P/E
31.76
28.00
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 · 6.78%
Divgi Torqtransfer Systems Ltd · 6.35%
Arvind Fashions Ltd · 5.96%
Swiggy Ltd · 5.43%
Quess Corp Ltd · 5.39%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
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%