Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs ASK Life Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
ASK Life Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
2.82%
6 Months
12.03%
−7.08%
1 Year
22.15%
−4.02%
3 Years
14.49%
1.10%
5 Years
12.37%
2.02%
Since Inception
12.90%
13.04%
Fund Age
11 yrs 5 mo
17 yrs 10 mo
AUM
₹441.87 Cr
₹50.53 Cr
Alpha – 1 Year
17.43%
−3.59%
Alpha – 3 Years
2.40%
−7.46%
Information Ratio – 3 Years
0.31
-1.28
Volatility – 1 Year
19.08%
16.65%
Volatility – 3 Years
17.65%
15.47%
Beta – 1 Year
1.04
1.04
Beta – 3 Years
1.05
1.04
Sharpe Ratio – 1 Year
0.87
-0.49
Sharpe Ratio – 3 Years
0.56
-0.20
Worst Rolling Year
-0.27%
-4.00%
Value at Worst Rolling Year
₹1.00 Cr
₹0.96 Cr
Deepest Drawdown
−20.94%
−23.28%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
97.78%
Median Rolling Year
14.69%
13.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 74% · M 13% · S 9%
Number of Stocks
29
15
Portfolio P/E
31.76
27.97
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%
—
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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