Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Green Portfolio - The Impact ESG Fund
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%
−3.33%
6 Months
12.03%
24.60%
1 Year
22.15%
7.56%
3 Years
14.49%
20.98%
5 Years
12.37%
—
Since Inception
12.90%
24.10%
Fund Age
11 yrs 5 mo
4 yrs 4 mo
AUM
₹441.87 Cr
₹3.89 Cr
Alpha – 1 Year
17.43%
4.58%
Alpha – 3 Years
2.40%
9.08%
Information Ratio – 3 Years
0.31
0.07
Volatility – 1 Year
19.08%
32.74%
Volatility – 3 Years
17.65%
27.24%
Beta – 1 Year
1.04
1.49
Beta – 3 Years
1.05
1.30
Sharpe Ratio – 1 Year
0.87
0.20
Sharpe Ratio – 3 Years
0.56
0.49
Worst Rolling Year
-0.27%
17.91%
Value at Worst Rolling Year
₹1.00 Cr
₹1.18 Cr
Deepest Drawdown
−20.94%
−34.40%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
25.17%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
—
Number of Stocks
29
27
Portfolio P/E
31.76
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%