Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Ayan-PriceBridge Honeycomb Model
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Ayan-PriceBridge Honeycomb Model
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%
0.30%
6 Months
12.03%
−0.92%
1 Year
22.15%
—
3 Years
14.49%
—
5 Years
12.37%
—
Since Inception
12.90%
12.90%
Fund Age
11 yrs 5 mo
7 mo
AUM
₹441.87 Cr
₹3.56 Cr
Alpha – 1 Year
17.43%
—
Alpha – 3 Years
2.40%
—
Information Ratio – 3 Years
0.31
—
Volatility – 1 Year
19.08%
—
Volatility – 3 Years
17.65%
—
Beta – 1 Year
1.04
—
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.87
—
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
-0.27%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−20.94%
—
Recovery Period
153 days
—
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 49% · M 24% · S 9%
Number of Stocks
29
17
Portfolio P/E
31.76
—
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%
Motilal Oswal Nifty India Defence ETF · 10.48%
AXIS Gold ETF · 8.74%
HDFC NIFTY PSU BANK ETF · 8.70%
ICICI Pru Silver ETF · 7.86%
ICICI Pru Nifty Infrastructure ETF · 7.63%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 23.37%
Others · 16.60%
Capital Goods · 12.18%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%