Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
−1.86%
6 Months
12.03%
0.50%
1 Year
22.15%
6.34%
3 Years
14.49%
19.74%
5 Years
12.37%
16.62%
Since Inception
12.90%
20.10%
Fund Age
11 yrs 5 mo
6 yrs 1 mo
AUM
₹441.87 Cr
₹56.91 Cr
Alpha – 1 Year
17.43%
1.64%
Alpha – 3 Years
2.40%
7.64%
Information Ratio – 3 Years
0.31
0.90
Volatility – 1 Year
19.08%
16.52%
Volatility – 3 Years
17.65%
17.18%
Beta – 1 Year
1.04
0.89
Beta – 3 Years
1.05
1.04
Sharpe Ratio – 1 Year
0.87
0.14
Sharpe Ratio – 3 Years
0.56
0.84
Worst Rolling Year
-0.27%
18.93%
Value at Worst Rolling Year
₹1.00 Cr
₹1.19 Cr
Deepest Drawdown
−20.94%
−18.72%
Recovery Period
153 days
245 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
25.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 59% · M 40%
Number of Stocks
29
20
Portfolio P/E
31.76
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%