Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs ASK - Growth
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
ASK - Growth
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%
2.48%
6 Months
12.03%
−4.38%
1 Year
22.15%
−4.58%
3 Years
14.49%
4.80%
5 Years
12.37%
3.85%
Since Inception
12.90%
17.02%
Fund Age
11 yrs 5 mo
25 yrs 6 mo
AUM
₹441.87 Cr
₹724.64 Cr
Alpha – 1 Year
17.43%
−7.56%
Alpha – 3 Years
2.40%
−7.08%
Information Ratio – 3 Years
0.31
-1.30
Volatility – 1 Year
19.08%
16.92%
Volatility – 3 Years
17.65%
16.49%
Beta – 1 Year
1.04
0.94
Beta – 3 Years
1.05
1.01
Sharpe Ratio – 1 Year
0.87
-0.52
Sharpe Ratio – 3 Years
0.56
0.04
Worst Rolling Year
-0.27%
-12.59%
Value at Worst Rolling Year
₹1.00 Cr
₹0.87 Cr
Deepest Drawdown
−20.94%
−23.98%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
95.35%
Median Rolling Year
14.69%
15.09%
5-Year Rolling Windows Positive
100.00%
98.79%
Market-Cap Mix
L 41% · M 34% · S 25%
L 55% · M 22% · S 19%
Number of Stocks
29
22
Portfolio P/E
31.76
32.63
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%
HDFC Bank Ltd · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
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%