Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs BB Bluechip
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
BB Bluechip
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%
3.28%
6 Months
12.03%
16.54%
1 Year
22.15%
15.86%
3 Years
14.49%
—
5 Years
12.37%
—
Since Inception
12.90%
29.22%
Fund Age
11 yrs 5 mo
17 mo
AUM
₹441.87 Cr
₹12.45 Cr
Alpha – 1 Year
17.43%
12.88%
Alpha – 3 Years
2.40%
—
Information Ratio – 3 Years
0.31
—
Volatility – 1 Year
19.08%
23.63%
Volatility – 3 Years
17.65%
—
Beta – 1 Year
1.04
1.27
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.87
0.50
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
-0.27%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−20.94%
−13.85%
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 53% · M 1% · S 36%
Number of Stocks
29
16
Portfolio P/E
31.76
18.79
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%
Life Insurance Corporation of India · 16.80%
Indian Energy Exchange Ltd · 10.78%
Bajaj Holdings & Investment Ltd · 7.29%
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 7.22%
Sun Pharmaceutical Industries Ltd · 7.21%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
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%