Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Edelweiss Focused Mid & Small Cap Portfolio Series II
Ambit Investment Advisors - Good & Clean
Edelweiss Focused Mid & Small Cap Portfolio Series II
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Edelweiss Focused Mid & Small Cap Portfolio Series II
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%
3.29%
6 Months
12.03%
24.50%
1 Year
22.15%
16.08%
3 Years
14.49%
8.83%
5 Years
12.37%
7.88%
Since Inception
12.90%
9.93%
Fund Age
11 yrs 5 mo
8 yrs 7 mo
AUM
₹441.87 Cr
₹6.19 Cr
Alpha – 1 Year
17.43%
16.43%
Alpha – 3 Years
2.40%
−0.16%
Information Ratio – 3 Years
0.31
0.06
Volatility – 1 Year
19.08%
23.83%
Volatility – 3 Years
17.65%
20.97%
Beta – 1 Year
1.04
1.19
Beta – 3 Years
1.05
1.17
Sharpe Ratio – 1 Year
0.87
0.51
Sharpe Ratio – 3 Years
0.56
0.26
Worst Rolling Year
-0.27%
-1.14%
Value at Worst Rolling Year
₹1.00 Cr
₹0.99 Cr
Deepest Drawdown
−20.94%
−28.92%
Recovery Period
153 days
458 days
1-Year Rolling Windows Positive
99.03%
98.16%
Median Rolling Year
14.69%
14.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 9% · M 13% · S 77%
Number of Stocks
29
33
Portfolio P/E
31.76
33.49
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%
Kirloskar Oil Engines Ltd · 4.82%
Aster DM Quality Care Ltd · 4.58%
Fedbank Financial Services Ltd · 4.23%
JM Financial Ltd · 4.15%
Kalyan Jewellers India Ltd · 4.09%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 21.34%
Consumer Services · 17.81%
Capital Goods · 15.50%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%