Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Centrum PMS - Deep Value IV
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Centrum PMS - Deep Value IV
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
1.10%
6 Months
12.03%
9.66%
1 Year
22.15%
−3.09%
3 Years
14.49%
6.08%
5 Years
12.37%
7.39%
Since Inception
12.90%
14.00%
Fund Age
11 yrs 5 mo
10 yrs 8 mo
AUM
₹441.87 Cr
₹23.99 Cr
Alpha – 1 Year
17.43%
−7.81%
Alpha – 3 Years
2.40%
−6.01%
Information Ratio – 3 Years
0.31
-0.36
Volatility – 1 Year
19.08%
26.88%
Volatility – 3 Years
17.65%
21.87%
Beta – 1 Year
1.04
1.39
Beta – 3 Years
1.05
1.17
Sharpe Ratio – 1 Year
0.87
-0.19
Sharpe Ratio – 3 Years
0.56
0.19
Worst Rolling Year
-0.27%
-6.71%
Value at Worst Rolling Year
₹1.00 Cr
₹0.93 Cr
Deepest Drawdown
−20.94%
−35.14%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
97.09%
Median Rolling Year
14.69%
15.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 2% · M 15% · S 82%
Number of Stocks
29
25
Portfolio P/E
31.76
44.86
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%
Time Technoplast Ltd · 6.49%
Anant Raj Ltd · 6.05%
Vishnu Chemicals Ltd · 5.91%
Cash & Cash Equivalent · 5.48%
Gokaldas Exports Ltd · 5.10%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%