Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Composite India - GARP Fund
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%
3.99%
6 Months
12.03%
22.77%
1 Year
22.15%
24.21%
3 Years
14.49%
13.20%
5 Years
12.37%
12.56%
Since Inception
12.90%
18.69%
Fund Age
11 yrs 5 mo
7 yrs 4 mo
AUM
₹441.87 Cr
₹114.64 Cr
Alpha – 1 Year
17.43%
19.49%
Alpha – 3 Years
2.40%
1.43%
Information Ratio – 3 Years
0.31
0.12
Volatility – 1 Year
19.08%
24.82%
Volatility – 3 Years
17.65%
21.64%
Beta – 1 Year
1.04
1.34
Beta – 3 Years
1.05
1.13
Sharpe Ratio – 1 Year
0.87
0.78
Sharpe Ratio – 3 Years
0.56
0.46
Worst Rolling Year
-0.27%
10.43%
Value at Worst Rolling Year
₹1.00 Cr
₹1.10 Cr
Deepest Drawdown
−20.94%
−24.42%
Recovery Period
153 days
92 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
18.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 20% · M 28% · S 47%
Number of Stocks
29
32
Portfolio P/E
31.76
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%