Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Chanakya Capital - Growth Plan
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%
3.10%
6 Months
12.03%
2.75%
1 Year
22.15%
19.54%
3 Years
14.49%
16.88%
5 Years
12.37%
17.69%
Since Inception
12.90%
15.84%
Fund Age
11 yrs 5 mo
8 yrs
AUM
₹441.87 Cr
₹335.72 Cr
Alpha – 1 Year
17.43%
19.89%
Alpha – 3 Years
2.40%
7.88%
Information Ratio – 3 Years
0.31
0.91
Volatility – 1 Year
19.08%
22.09%
Volatility – 3 Years
17.65%
17.60%
Beta – 1 Year
1.04
1.28
Beta – 3 Years
1.05
1.08
Sharpe Ratio – 1 Year
0.87
0.68
Sharpe Ratio – 3 Years
0.56
0.74
Worst Rolling Year
-0.27%
9.01%
Value at Worst Rolling Year
₹1.00 Cr
₹1.09 Cr
Deepest Drawdown
−20.94%
−17.25%
Recovery Period
153 days
97 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 57% · M 6% · S 37%
Number of Stocks
29
192
Portfolio P/E
31.76
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%