Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Carnelian Capital - Shift 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%
4.38%
6 Months
12.03%
19.54%
1 Year
22.15%
15.57%
3 Years
14.49%
20.08%
5 Years
12.37%
21.78%
Since Inception
12.90%
32.33%
Fund Age
11 yrs 5 mo
5 yrs 10 mo
AUM
₹441.87 Cr
₹5,864.1 Cr
Alpha – 1 Year
17.43%
10.85%
Alpha – 3 Years
2.40%
8.00%
Information Ratio – 3 Years
0.31
1.40
Volatility – 1 Year
19.08%
22.27%
Volatility – 3 Years
17.65%
21.12%
Beta – 1 Year
1.04
1.15
Beta – 3 Years
1.05
1.14
Sharpe Ratio – 1 Year
0.87
0.52
Sharpe Ratio – 3 Years
0.56
0.73
Worst Rolling Year
-0.27%
20.10%
Value at Worst Rolling Year
₹1.00 Cr
₹1.20 Cr
Deepest Drawdown
−20.94%
−21.05%
Recovery Period
153 days
487 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
30.25%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 15% · M 28% · S 52%
Number of Stocks
29
38
Portfolio P/E
31.76
29.00
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%
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
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%