Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Ayan-PriceBridge Upswing
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%
0.67%
6 Months
12.03%
6.20%
1 Year
22.15%
9.45%
3 Years
14.49%
11.74%
5 Years
12.37%
—
Since Inception
12.90%
12.77%
Fund Age
11 yrs 5 mo
3 yrs 7 mo
AUM
₹441.87 Cr
₹223.43 Cr
Alpha – 1 Year
17.43%
9.88%
Alpha – 3 Years
2.40%
3.17%
Information Ratio – 3 Years
0.31
0.40
Volatility – 1 Year
19.08%
16.24%
Volatility – 3 Years
17.65%
16.22%
Beta – 1 Year
1.04
0.89
Beta – 3 Years
1.05
1.02
Sharpe Ratio – 1 Year
0.87
0.30
Sharpe Ratio – 3 Years
0.56
0.44
Worst Rolling Year
-0.27%
11.49%
Value at Worst Rolling Year
₹1.00 Cr
₹1.11 Cr
Deepest Drawdown
−20.94%
−24.20%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
L 45% · M 31% · S 19%
Number of Stocks
29
96
Portfolio P/E
31.76
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%