Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs ASK - IEP
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
ASK - IEP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
4.25%
6 Months
12.03%
−4.32%
1 Year
22.15%
−3.76%
3 Years
14.49%
4.26%
5 Years
12.37%
5.30%
Since Inception
12.90%
15.06%
Fund Age
11 yrs 5 mo
16 yrs 6 mo
AUM
₹441.87 Cr
₹6,178.21 Cr
Alpha – 1 Year
17.43%
−6.74%
Alpha – 3 Years
2.40%
−7.62%
Information Ratio – 3 Years
0.31
-1.54
Volatility – 1 Year
19.08%
17.92%
Volatility – 3 Years
17.65%
14.61%
Beta – 1 Year
1.04
0.98
Beta – 3 Years
1.05
0.91
Sharpe Ratio – 1 Year
0.87
-0.43
Sharpe Ratio – 3 Years
0.56
-0.01
Worst Rolling Year
-0.27%
-1.02%
Value at Worst Rolling Year
₹1.00 Cr
₹0.99 Cr
Deepest Drawdown
−20.94%
−20.59%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
99.47%
Median Rolling Year
14.69%
14.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 52% · M 27% · S 20%
Number of Stocks
29
34
Portfolio P/E
31.76
33.48
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%
Kotak Mahindra Bank Ltd · 7.51%
Reliance Industries Ltd · 6.64%
Mahindra & Mahindra Financial Services Ltd · 6.38%
Bajaj Finserv Ltd · 6.28%
Tata Consultancy Services Ltd · 5.57%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 28.24%
Capital Goods · 17.21%
Healthcare · 10.88%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 1%