Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs ASK-EOP
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
ASK-EOP
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%
1.83%
6 Months
12.03%
−2.22%
1 Year
22.15%
−4.46%
3 Years
14.49%
4.69%
5 Years
12.37%
4.88%
Since Inception
12.90%
9.48%
Fund Age
11 yrs 5 mo
8 yrs 11 mo
AUM
₹441.87 Cr
₹242.51 Cr
Alpha – 1 Year
17.43%
−7.44%
Alpha – 3 Years
2.40%
−7.19%
Information Ratio – 3 Years
0.31
-1.12
Volatility – 1 Year
19.08%
16.89%
Volatility – 3 Years
17.65%
18.01%
Beta – 1 Year
1.04
0.95
Beta – 3 Years
1.05
1.07
Sharpe Ratio – 1 Year
0.87
-0.51
Sharpe Ratio – 3 Years
0.56
0.04
Worst Rolling Year
-0.27%
2.18%
Value at Worst Rolling Year
₹1.00 Cr
₹1.02 Cr
Deepest Drawdown
−20.94%
−24.10%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
12.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 12% · M 53% · S 34%
Number of Stocks
29
34
Portfolio P/E
31.76
41.30
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%
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
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%