Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Bonanza - Edge
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%
4.43%
6 Months
12.03%
22.24%
1 Year
22.15%
21.33%
3 Years
14.49%
15.83%
5 Years
12.37%
20.63%
Since Inception
12.90%
19.53%
Fund Age
11 yrs 5 mo
11 yrs
AUM
₹441.87 Cr
₹101.92 Cr
Alpha – 1 Year
17.43%
21.68%
Alpha – 3 Years
2.40%
6.83%
Information Ratio – 3 Years
0.31
0.61
Volatility – 1 Year
19.08%
21.87%
Volatility – 3 Years
17.65%
21.68%
Beta – 1 Year
1.04
1.10
Beta – 3 Years
1.05
1.12
Sharpe Ratio – 1 Year
0.87
0.75
Sharpe Ratio – 3 Years
0.56
0.65
Worst Rolling Year
-0.27%
-17.09%
Value at Worst Rolling Year
₹1.00 Cr
₹0.83 Cr
Deepest Drawdown
−20.94%
−27.12%
Recovery Period
153 days
148 days
1-Year Rolling Windows Positive
99.03%
79.34%
Median Rolling Year
14.69%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 15% · M 12% · S 59%
Number of Stocks
29
65
Portfolio P/E
31.76
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%