Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
3.56%
6 Months
12.03%
14.31%
1 Year
22.15%
23.04%
3 Years
14.49%
17.41%
5 Years
12.37%
14.44%
Since Inception
12.90%
16.04%
Fund Age
11 yrs 5 mo
5 yrs 2 mo
AUM
₹441.87 Cr
₹246.55 Cr
Alpha – 1 Year
17.43%
18.32%
Alpha – 3 Years
2.40%
5.32%
Information Ratio – 3 Years
0.31
0.69
Volatility – 1 Year
19.08%
16.66%
Volatility – 3 Years
17.65%
14.65%
Beta – 1 Year
1.04
0.91
Beta – 3 Years
1.05
0.83
Sharpe Ratio – 1 Year
0.87
1.02
Sharpe Ratio – 3 Years
0.56
0.82
Worst Rolling Year
-0.27%
13.49%
Value at Worst Rolling Year
₹1.00 Cr
₹1.13 Cr
Deepest Drawdown
−20.94%
−17.20%
Recovery Period
153 days
198 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 31% · M 25% · S 41%
Number of Stocks
29
33
Portfolio P/E
31.76
48.70
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 · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%