Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Geojit - Dakshin Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Geojit - Dakshin Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
5.71%
6 Months
12.03%
14.23%
1 Year
22.15%
3.21%
3 Years
14.49%
5.69%
5 Years
12.37%
7.11%
Since Inception
12.90%
10.49%
Fund Age
11 yrs 5 mo
7 yrs 5 mo
AUM
₹441.87 Cr
₹42.11 Cr
Alpha – 1 Year
17.43%
−1.51%
Alpha – 3 Years
2.40%
−6.40%
Information Ratio – 3 Years
0.31
-0.66
Volatility – 1 Year
19.08%
23.23%
Volatility – 3 Years
17.65%
20.09%
Beta – 1 Year
1.04
1.19
Beta – 3 Years
1.05
1.14
Sharpe Ratio – 1 Year
0.87
0.01
Sharpe Ratio – 3 Years
0.56
0.09
Worst Rolling Year
-0.27%
3.79%
Value at Worst Rolling Year
₹1.00 Cr
₹1.04 Cr
Deepest Drawdown
−20.94%
−36.06%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
15.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
M 7% · S 91%
Number of Stocks
29
25
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%
Pricol Ltd · 4.74%
Sundram Fasteners Ltd · 4.48%
Tanla Platforms Ltd · 4.37%
Star Health & Allied Insurance Company Ltd · 4.34%
KFin Technologies Ltd · 4.26%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Information Technology · 18.94%
Healthcare · 15.45%
Capital Goods · 14.67%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—