Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Eklavya Equity
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%
−0.98%
6 Months
12.03%
4.93%
1 Year
22.15%
−0.37%
3 Years
14.49%
—
5 Years
12.37%
—
Since Inception
12.90%
4.91%
Fund Age
11 yrs 5 mo
2 yrs 1 mo
AUM
₹441.87 Cr
₹8 Cr
Alpha – 1 Year
17.43%
−0.02%
Alpha – 3 Years
2.40%
—
Information Ratio – 3 Years
0.31
—
Volatility – 1 Year
19.08%
12.93%
Volatility – 3 Years
17.65%
—
Beta – 1 Year
1.04
0.72
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.87
-0.38
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
-0.27%
6.09%
Value at Worst Rolling Year
₹1.00 Cr
₹1.06 Cr
Deepest Drawdown
−20.94%
−12.49%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
6.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
L 23% · M 8% · S 36%
Number of Stocks
29
30
Portfolio P/E
31.76
24.51
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 Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 2% / 0%