Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Emkay Investments - ENVI
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%
5.18%
6 Months
12.03%
19.69%
1 Year
22.15%
25.97%
3 Years
14.49%
17.02%
5 Years
12.37%
—
Since Inception
12.90%
24.02%
Fund Age
11 yrs 5 mo
4 yrs 2 mo
AUM
₹441.87 Cr
₹101.01 Cr
Alpha – 1 Year
17.43%
21.25%
Alpha – 3 Years
2.40%
4.93%
Information Ratio – 3 Years
0.31
0.46
Volatility – 1 Year
19.08%
21.63%
Volatility – 3 Years
17.65%
19.42%
Beta – 1 Year
1.04
1.10
Beta – 3 Years
1.05
1.04
Sharpe Ratio – 1 Year
0.87
0.93
Sharpe Ratio – 3 Years
0.56
0.65
Worst Rolling Year
-0.27%
16.82%
Value at Worst Rolling Year
₹1.00 Cr
₹1.17 Cr
Deepest Drawdown
−20.94%
−20.44%
Recovery Period
153 days
365 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
19.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
L 26% · M 14% · S 51%
Number of Stocks
29
—
Portfolio P/E
31.76
—
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%
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—