Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Girik Capital - Multi Cap Growth Equity Strategy
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%
1.15%
6 Months
12.03%
3.53%
1 Year
22.15%
−0.08%
3 Years
14.49%
14.56%
5 Years
12.37%
12.33%
Since Inception
12.90%
18.88%
Fund Age
11 yrs 5 mo
16 yrs 7 mo
AUM
₹441.87 Cr
₹1,574.57 Cr
Alpha – 1 Year
17.43%
0.35%
Alpha – 3 Years
2.40%
5.99%
Information Ratio – 3 Years
0.31
0.72
Volatility – 1 Year
19.08%
16.64%
Volatility – 3 Years
17.65%
15.28%
Beta – 1 Year
1.04
0.97
Beta – 3 Years
1.05
0.94
Sharpe Ratio – 1 Year
0.87
-0.25
Sharpe Ratio – 3 Years
0.56
0.61
Worst Rolling Year
-0.27%
-0.31%
Value at Worst Rolling Year
₹1.00 Cr
₹1.00 Cr
Deepest Drawdown
−20.94%
−22.42%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
99.36%
Median Rolling Year
14.69%
22.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 39% · M 8% · S 47%
Number of Stocks
29
33
Portfolio P/E
31.76
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%