Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Carnelian Capital - Compounder Strategy
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Carnelian Capital - Compounder Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
4.57%
6 Months
12.03%
15.76%
1 Year
22.15%
22.36%
3 Years
14.49%
23.83%
5 Years
12.37%
17.53%
Since Inception
12.90%
20.07%
Fund Age
11 yrs 5 mo
7 yrs 3 mo
AUM
₹441.87 Cr
₹2,271.9 Cr
Alpha – 1 Year
17.43%
17.64%
Alpha – 3 Years
2.40%
11.75%
Information Ratio – 3 Years
0.31
1.40
Volatility – 1 Year
19.08%
21.11%
Volatility – 3 Years
17.65%
18.96%
Beta – 1 Year
1.04
1.17
Beta – 3 Years
1.05
1.12
Sharpe Ratio – 1 Year
0.87
0.81
Sharpe Ratio – 3 Years
0.56
0.96
Worst Rolling Year
-0.27%
10.25%
Value at Worst Rolling Year
₹1.00 Cr
₹1.10 Cr
Deepest Drawdown
−20.94%
−19.83%
Recovery Period
153 days
123 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
21.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 30% · M 46% · S 22%
Number of Stocks
29
30
Portfolio P/E
31.76
29.80
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%
Aditya Birla Capital Ltd · 10.17%
Laurus Labs Ltd · 8.63%
Biocon Ltd · 7.50%
One 97 Communications Ltd · 4.59%
Bharat Heavy Electricals Ltd · 4.29%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
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%