Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Axis - APLHASENSE AI
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Axis - APLHASENSE AI
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%
0.11%
6 Months
12.03%
−3.92%
1 Year
22.15%
−6.84%
3 Years
14.49%
—
5 Years
12.37%
—
Since Inception
12.90%
4.50%
Fund Age
11 yrs 5 mo
2 yrs 8 mo
AUM
₹441.87 Cr
₹3.74 Cr
Alpha – 1 Year
17.43%
−4.88%
Alpha – 3 Years
2.40%
—
Information Ratio – 3 Years
0.31
—
Volatility – 1 Year
19.08%
11.57%
Volatility – 3 Years
17.65%
—
Beta – 1 Year
1.04
0.63
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.87
-1.03
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
-0.27%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−20.94%
−14.09%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
—
Median Rolling Year
14.69%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
L 42% · M 43% · S 15%
Number of Stocks
29
20
Portfolio P/E
31.76
42.34
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%
Marico Ltd · 8.52%
Torrent Pharmaceuticals Ltd · 8.15%
Britannia Industries Ltd · 7.78%
Nestle India Ltd · 7.41%
Glaxosmithkline Pharmaceuticals Ltd · 7.04%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%