Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Centrum PMS - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Centrum PMS - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
1.04%
6 Months
12.03%
0.68%
1 Year
22.15%
4.83%
3 Years
14.49%
11.13%
5 Years
12.37%
9.90%
Since Inception
12.90%
12.28%
Fund Age
11 yrs 5 mo
15 yrs 2 mo
AUM
₹441.87 Cr
₹29.37 Cr
Alpha – 1 Year
17.43%
0.11%
Alpha – 3 Years
2.40%
−0.96%
Information Ratio – 3 Years
0.31
-0.05
Volatility – 1 Year
19.08%
19.36%
Volatility – 3 Years
17.65%
17.04%
Beta – 1 Year
1.04
1.09
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.87
0.06
Sharpe Ratio – 3 Years
0.56
0.43
Worst Rolling Year
-0.27%
-9.48%
Value at Worst Rolling Year
₹1.00 Cr
₹0.91 Cr
Deepest Drawdown
−20.94%
−20.50%
Recovery Period
153 days
315 days
1-Year Rolling Windows Positive
99.03%
93.37%
Median Rolling Year
14.69%
15.70%
5-Year Rolling Windows Positive
100.00%
98.37%
Market-Cap Mix
L 41% · M 34% · S 25%
L 58% · M 7% · S 23%
Number of Stocks
29
23
Portfolio P/E
31.76
35.03
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%
Cash & Cash Equivalent · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
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%