Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Enam India Vision Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Enam India Vision Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
1.68%
6 Months
12.03%
12.22%
1 Year
22.15%
16.41%
3 Years
14.49%
12.88%
5 Years
12.37%
—
Since Inception
12.90%
15.20%
Fund Age
11 yrs 5 mo
3 yrs 7 mo
AUM
₹441.87 Cr
₹890.3 Cr
Alpha – 1 Year
17.43%
11.69%
Alpha – 3 Years
2.40%
0.79%
Information Ratio – 3 Years
0.31
0.11
Volatility – 1 Year
19.08%
18.16%
Volatility – 3 Years
17.65%
14.87%
Beta – 1 Year
1.04
0.92
Beta – 3 Years
1.05
0.86
Sharpe Ratio – 1 Year
0.87
0.64
Sharpe Ratio – 3 Years
0.56
0.54
Worst Rolling Year
-0.27%
11.39%
Value at Worst Rolling Year
₹1.00 Cr
₹1.11 Cr
Deepest Drawdown
−20.94%
−18.04%
Recovery Period
153 days
487 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
13.55%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
L 31% · M 50% · S 18%
Number of Stocks
29
20
Portfolio P/E
31.76
33.00
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%
Piramal Finance Ltd · 10.75%
Aegis Logistics Ltd · 8.94%
Emcure Pharmaceuticals Ltd · 7.58%
Glenmark Pharmaceuticals Ltd · 7.51%
Bharti Airtel Ltd · 6.89%
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%
0% / 0% / 0%