Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Capgrow - Special Situations
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Capgrow - Special Situations
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%
1.89%
6 Months
12.03%
10.00%
1 Year
22.15%
−1.96%
3 Years
14.49%
9.82%
5 Years
12.37%
10.88%
Since Inception
12.90%
15.88%
Fund Age
11 yrs 5 mo
7 yrs 9 mo
AUM
₹441.87 Cr
₹132.34 Cr
Alpha – 1 Year
17.43%
−4.94%
Alpha – 3 Years
2.40%
−2.07%
Information Ratio – 3 Years
0.31
-0.27
Volatility – 1 Year
19.08%
23.02%
Volatility – 3 Years
17.65%
21.53%
Beta – 1 Year
1.04
1.20
Beta – 3 Years
1.05
1.08
Sharpe Ratio – 1 Year
0.87
-0.20
Sharpe Ratio – 3 Years
0.56
0.32
Worst Rolling Year
-0.27%
9.15%
Value at Worst Rolling Year
₹1.00 Cr
₹1.09 Cr
Deepest Drawdown
−20.94%
−28.98%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
21.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 10% · M 2% · S 86%
Number of Stocks
29
59
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%
Religare Enterprises Ltd · 11.46%
Embassy Developments Ltd · 8.96%
R Systems International Ltd · 5.71%
RBL Bank Ltd · 5.22%
Edelweiss Financial Services Ltd · 4.79%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 26.28%
Capital Goods · 15.01%
Realty · 12.84%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%