Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Axis - Core & Satellite PMS
Return for the risk
3 yrs return
0%
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%
10.76%
1 Year
22.15%
8.14%
3 Years
14.49%
7.76%
5 Years
12.37%
10.03%
Since Inception
12.90%
11.69%
Fund Age
11 yrs 5 mo
6 yrs 8 mo
AUM
₹441.87 Cr
₹87.23 Cr
Alpha – 1 Year
17.43%
8.57%
Alpha – 3 Years
2.40%
−0.81%
Information Ratio – 3 Years
0.31
0.02
Volatility – 1 Year
19.08%
23.09%
Volatility – 3 Years
17.65%
18.26%
Beta – 1 Year
1.04
1.29
Beta – 3 Years
1.05
1.11
Sharpe Ratio – 1 Year
0.87
0.21
Sharpe Ratio – 3 Years
0.56
0.22
Worst Rolling Year
-0.27%
6.59%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−20.94%
−25.42%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
13.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 19% · M 1% · S 70%
Number of Stocks
29
41
Portfolio P/E
31.76
25.23
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%
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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%