Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
ATLAS - Midcap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
−0.22%
6 Months
12.03%
8.59%
1 Year
22.15%
1.40%
3 Years
14.49%
11.84%
5 Years
12.37%
6.21%
Since Inception
12.90%
7.85%
Fund Age
11 yrs 5 mo
5 yrs 3 mo
AUM
₹441.87 Cr
₹3.73 Cr
Alpha – 1 Year
17.43%
−3.32%
Alpha – 3 Years
2.40%
−0.25%
Information Ratio – 3 Years
0.31
0.11
Volatility – 1 Year
19.08%
23.13%
Volatility – 3 Years
17.65%
17.54%
Beta – 1 Year
1.04
1.25
Beta – 3 Years
1.05
0.97
Sharpe Ratio – 1 Year
0.87
-0.06
Sharpe Ratio – 3 Years
0.56
0.45
Worst Rolling Year
-0.27%
5.77%
Value at Worst Rolling Year
₹1.00 Cr
₹1.06 Cr
Deepest Drawdown
−20.94%
−23.48%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 3% · M 32% · S 59%
Number of Stocks
29
19
Portfolio P/E
31.76
26.66
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%
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%