Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Carnelian Capital - Contra Portfolio 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%
2.00%
6 Months
12.03%
4.51%
1 Year
22.15%
15.12%
3 Years
14.49%
22.90%
5 Years
12.37%
—
Since Inception
12.90%
24.96%
Fund Age
11 yrs 5 mo
4 yrs 7 mo
AUM
₹441.87 Cr
₹136 Cr
Alpha – 1 Year
17.43%
10.40%
Alpha – 3 Years
2.40%
10.82%
Information Ratio – 3 Years
0.31
1.17
Volatility – 1 Year
19.08%
19.24%
Volatility – 3 Years
17.65%
20.81%
Beta – 1 Year
1.04
1.07
Beta – 3 Years
1.05
1.25
Sharpe Ratio – 1 Year
0.87
0.55
Sharpe Ratio – 3 Years
0.56
0.85
Worst Rolling Year
-0.27%
21.90%
Value at Worst Rolling Year
₹1.00 Cr
₹1.22 Cr
Deepest Drawdown
−20.94%
−25.24%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
31.91%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
L 53% · M 22% · S 20%
Number of Stocks
29
18
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%