Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Bonanza Multicap
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Bonanza Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.14%
5.27%
6 Months
12.03%
15.28%
1 Year
22.15%
11.46%
3 Years
14.49%
12.93%
5 Years
12.37%
14.25%
Since Inception
12.90%
20.43%
Fund Age
11 yrs 5 mo
8 yrs 1 mo
AUM
₹441.87 Cr
₹7.34 Cr
Alpha – 1 Year
17.43%
11.81%
Alpha – 3 Years
2.40%
3.93%
Information Ratio – 3 Years
0.31
0.17
Volatility – 1 Year
19.08%
25.10%
Volatility – 3 Years
17.65%
27.35%
Beta – 1 Year
1.04
1.24
Beta – 3 Years
1.05
1.14
Sharpe Ratio – 1 Year
0.87
0.33
Sharpe Ratio – 3 Years
0.56
0.39
Worst Rolling Year
-0.27%
12.27%
Value at Worst Rolling Year
₹1.00 Cr
₹1.12 Cr
Deepest Drawdown
−20.94%
−33.40%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
29.35%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 41% · M 34% · S 25%
L 8% · M 5% · S 83%
Number of Stocks
29
33
Portfolio P/E
31.76
30.34
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 · 5.71%
Bajaj Finance Ltd · 5.23%
Garden Reach Shipbuilders & Engineers Ltd · 5.13%
Northern Arc Capital Ltd · 4.74%
SG Finserve Ltd · 4.72%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
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%