Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Green Portfolio - Super 30 Dynamic
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.14%
−0.92%
6 Months
12.03%
32.15%
1 Year
22.15%
16.77%
3 Years
14.49%
19.00%
5 Years
12.37%
20.10%
Since Inception
12.90%
27.01%
Fund Age
11 yrs 5 mo
6 yrs 10 mo
AUM
₹441.87 Cr
₹247.64 Cr
Alpha – 1 Year
17.43%
13.79%
Alpha – 3 Years
2.40%
7.10%
Information Ratio – 3 Years
0.31
0.30
Volatility – 1 Year
19.08%
39.13%
Volatility – 3 Years
17.65%
29.47%
Beta – 1 Year
1.04
1.87
Beta – 3 Years
1.05
1.36
Sharpe Ratio – 1 Year
0.87
0.42
Sharpe Ratio – 3 Years
0.56
0.55
Worst Rolling Year
-0.27%
15.03%
Value at Worst Rolling Year
₹1.00 Cr
₹1.15 Cr
Deepest Drawdown
−20.94%
−35.86%
Recovery Period
153 days
94 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
31.90%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
S 80%
Number of Stocks
29
42
Portfolio P/E
31.76
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%