Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Electrum - Laureate Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
2.93%
6 Months
12.03%
27.08%
1 Year
22.15%
22.70%
3 Years
14.49%
18.13%
5 Years
12.37%
21.00%
Since Inception
12.90%
30.05%
Fund Age
11 yrs 5 mo
5 yrs 9 mo
AUM
₹441.87 Cr
₹670.5 Cr
Alpha – 1 Year
17.43%
17.98%
Alpha – 3 Years
2.40%
6.04%
Information Ratio – 3 Years
0.31
0.67
Volatility – 1 Year
19.08%
26.20%
Volatility – 3 Years
17.65%
22.70%
Beta – 1 Year
1.04
1.32
Beta – 3 Years
1.05
1.09
Sharpe Ratio – 1 Year
0.87
0.70
Sharpe Ratio – 3 Years
0.56
0.71
Worst Rolling Year
-0.27%
15.94%
Value at Worst Rolling Year
₹1.00 Cr
₹1.16 Cr
Deepest Drawdown
−20.94%
−31.21%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
25.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
S 95%
Number of Stocks
29
26
Portfolio P/E
31.76
27.00
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%
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%