Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Core Value Strategy-Concentrated Option
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Core Value Strategy-Concentrated Option
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%
2.00%
6 Months
12.03%
4.68%
1 Year
22.15%
1.87%
3 Years
14.49%
11.50%
5 Years
12.37%
11.18%
Since Inception
12.90%
13.51%
Fund Age
11 yrs 5 mo
7 yrs 4 mo
AUM
₹441.87 Cr
₹149.25 Cr
Alpha – 1 Year
17.43%
−2.85%
Alpha – 3 Years
2.40%
−0.59%
Information Ratio – 3 Years
0.31
-0.25
Volatility – 1 Year
19.08%
19.19%
Volatility – 3 Years
17.65%
15.31%
Beta – 1 Year
1.04
1.06
Beta – 3 Years
1.05
0.92
Sharpe Ratio – 1 Year
0.87
-0.09
Sharpe Ratio – 3 Years
0.56
0.39
Worst Rolling Year
-0.27%
9.38%
Value at Worst Rolling Year
₹1.00 Cr
₹1.09 Cr
Deepest Drawdown
−20.94%
−17.52%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
17.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 61% · M 17% · S 18%
Number of Stocks
29
15
Portfolio P/E
31.76
23.26
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%
HDFC Bank Ltd · 9.50%
ITC Ltd · 9.50%
Asian Paints Ltd · 7.00%
Indraprastha Gas Ltd · 7.00%
Infosys Ltd · 7.00%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 27.00%
Automobile and Auto Components · 11.00%
Fast Moving Consumer Goods · 9.50%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%