Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs CAPITAL 8 INFINITY FUND
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
CAPITAL 8 INFINITY FUND
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%
5.13%
6 Months
12.03%
16.71%
1 Year
22.15%
27.85%
3 Years
14.49%
—
5 Years
12.37%
—
Since Inception
12.90%
26.02%
Fund Age
11 yrs 5 mo
2 yrs 6 mo
AUM
₹441.87 Cr
₹177.44 Cr
Alpha – 1 Year
17.43%
23.13%
Alpha – 3 Years
2.40%
—
Information Ratio – 3 Years
0.31
—
Volatility – 1 Year
19.08%
22.56%
Volatility – 3 Years
17.65%
—
Beta – 1 Year
1.04
0.79
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.87
0.96
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
-0.27%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−20.94%
−8.91%
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 6% · M 15% · S 32%
Number of Stocks
29
18
Portfolio P/E
31.76
22.34
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%
Kotak Arbitrage Fund - Direct (G) · 20.42%
Invesco India Money Market Fund - Direct (G) · 13.06%
Steel Authority of India Ltd · 12.77%
Graphite India Ltd · 9.93%
AXIS Money Market Fund - Direct (G) · 9.44%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
20% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%