Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
2.33%
6 Months
12.03%
5.53%
1 Year
22.15%
9.60%
3 Years
14.49%
6.75%
5 Years
12.37%
7.07%
Since Inception
12.90%
13.02%
Fund Age
11 yrs 5 mo
14 yrs 9 mo
AUM
₹441.87 Cr
₹179.27 Cr
Alpha – 1 Year
17.43%
9.95%
Alpha – 3 Years
2.40%
−2.25%
Information Ratio – 3 Years
0.31
-0.39
Volatility – 1 Year
19.08%
17.14%
Volatility – 3 Years
17.65%
14.92%
Beta – 1 Year
1.04
1.04
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.87
0.31
Sharpe Ratio – 3 Years
0.56
0.15
Worst Rolling Year
-0.27%
-6.19%
Value at Worst Rolling Year
₹1.00 Cr
₹0.94 Cr
Deepest Drawdown
−20.94%
−21.15%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
95.53%
Median Rolling Year
14.69%
12.72%
5-Year Rolling Windows Positive
100.00%
99.15%
Market-Cap Mix
L 41% · M 34% · S 25%
L 69% · M 12% · S 15%
Number of Stocks
29
22
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—