Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Emkay Investments - Capital Builder
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Emkay Investments - Capital Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
1.99%
6 Months
12.03%
8.53%
1 Year
22.15%
11.64%
3 Years
14.49%
17.19%
5 Years
12.37%
15.63%
Since Inception
12.90%
16.41%
Fund Age
11 yrs 5 mo
13 yrs 4 mo
AUM
₹441.87 Cr
₹575.07 Cr
Alpha – 1 Year
17.43%
6.92%
Alpha – 3 Years
2.40%
5.10%
Information Ratio – 3 Years
0.31
0.78
Volatility – 1 Year
19.08%
17.51%
Volatility – 3 Years
17.65%
14.23%
Beta – 1 Year
1.04
0.92
Beta – 3 Years
1.05
0.84
Sharpe Ratio – 1 Year
0.87
0.42
Sharpe Ratio – 3 Years
0.56
0.84
Worst Rolling Year
-0.27%
-7.95%
Value at Worst Rolling Year
₹1.00 Cr
₹0.92 Cr
Deepest Drawdown
−20.94%
−14.61%
Recovery Period
153 days
122 days
1-Year Rolling Windows Positive
99.03%
93.59%
Median Rolling Year
14.69%
16.55%
5-Year Rolling Windows Positive
100.00%
99.01%
Market-Cap Mix
L 41% · M 34% · S 25%
L 61% · M 15% · S 25%
Number of Stocks
29
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Portfolio P/E
31.76
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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%
Divis Laboratories Ltd · 8.60%
ICICI Bank Ltd · 8.10%
HDFC Bank Ltd · 7.60%
Federal Bank Ltd · 7.20%
Eternal Ltd · 6.20%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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