Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs ASK-DRP
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
ASK-DRP
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%
1.89%
6 Months
12.03%
−1.27%
1 Year
22.15%
2.67%
3 Years
14.49%
6.64%
5 Years
12.37%
7.83%
Since Inception
12.90%
10.74%
Fund Age
11 yrs 5 mo
8 yrs 1 mo
AUM
₹441.87 Cr
₹495.64 Cr
Alpha – 1 Year
17.43%
−0.31%
Alpha – 3 Years
2.40%
−5.24%
Information Ratio – 3 Years
0.31
-0.72
Volatility – 1 Year
19.08%
17.10%
Volatility – 3 Years
17.65%
16.45%
Beta – 1 Year
1.04
0.95
Beta – 3 Years
1.05
0.97
Sharpe Ratio – 1 Year
0.87
-0.08
Sharpe Ratio – 3 Years
0.56
0.14
Worst Rolling Year
-0.27%
6.09%
Value at Worst Rolling Year
₹1.00 Cr
₹1.06 Cr
Deepest Drawdown
−20.94%
−22.30%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
14.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 62% · M 31% · S 6%
Number of Stocks
29
26
Portfolio P/E
31.76
31.96
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%
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.36%
Infosys Ltd · 6.13%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.21%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%