Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
3.76%
6 Months
12.03%
11.66%
1 Year
22.15%
12.54%
3 Years
14.49%
11.42%
5 Years
12.37%
—
Since Inception
12.90%
6.78%
Fund Age
11 yrs 5 mo
4 yrs 10 mo
AUM
₹441.87 Cr
₹2.34 Cr
Alpha – 1 Year
17.43%
7.82%
Alpha – 3 Years
2.40%
−0.67%
Information Ratio – 3 Years
0.31
-0.04
Volatility – 1 Year
19.08%
21.44%
Volatility – 3 Years
17.65%
14.93%
Beta – 1 Year
1.04
1.05
Beta – 3 Years
1.05
0.81
Sharpe Ratio – 1 Year
0.87
0.41
Sharpe Ratio – 3 Years
0.56
0.50
Worst Rolling Year
-0.27%
3.84%
Value at Worst Rolling Year
₹1.00 Cr
₹1.04 Cr
Deepest Drawdown
−20.94%
−16.40%
Recovery Period
153 days
37 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
L 46% · M 22% · S 27%
Number of Stocks
29
19
Portfolio P/E
31.76
29.80
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%
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
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%