Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
12.03%
4.79%
1 Year
22.15%
−0.59%
3 Years
14.49%
11.57%
5 Years
12.37%
13.86%
Since Inception
12.90%
15.96%
Fund Age
11 yrs 5 mo
5 yrs 5 mo
AUM
₹441.87 Cr
₹45.81 Cr
Alpha – 1 Year
17.43%
−5.31%
Alpha – 3 Years
2.40%
−0.52%
Information Ratio – 3 Years
0.31
-0.06
Volatility – 1 Year
19.08%
21.96%
Volatility – 3 Years
17.65%
17.35%
Beta – 1 Year
1.04
1.19
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.87
-0.16
Sharpe Ratio – 3 Years
0.56
0.42
Worst Rolling Year
-0.27%
10.84%
Value at Worst Rolling Year
₹1.00 Cr
₹1.11 Cr
Deepest Drawdown
−20.94%
−22.24%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
22.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 23% · M 4% · S 73%
Number of Stocks
29
16
Portfolio P/E
31.76
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%