Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Green Lantern - Alpha Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Green Lantern - Alpha Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
−0.10%
6 Months
12.03%
6.51%
1 Year
22.15%
15.14%
3 Years
14.49%
23.23%
5 Years
12.37%
23.21%
Since Inception
12.90%
29.55%
Fund Age
11 yrs 5 mo
6 yrs 6 mo
AUM
₹441.87 Cr
₹66.34 Cr
Alpha – 1 Year
17.43%
10.42%
Alpha – 3 Years
2.40%
11.14%
Information Ratio – 3 Years
0.31
1.31
Volatility – 1 Year
19.08%
19.62%
Volatility – 3 Years
17.65%
17.58%
Beta – 1 Year
1.04
1.01
Beta – 3 Years
1.05
1.01
Sharpe Ratio – 1 Year
0.87
0.54
Sharpe Ratio – 3 Years
0.56
0.98
Worst Rolling Year
-0.27%
23.09%
Value at Worst Rolling Year
₹1.00 Cr
₹1.23 Cr
Deepest Drawdown
−20.94%
−16.37%
Recovery Period
153 days
308 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
34.82%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 34% · M 14% · S 34%
Number of Stocks
29
—
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%
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%