Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Helios - India Rising PMS
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Helios - India Rising PMS
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%
0.02%
6 Months
12.03%
5.63%
1 Year
22.15%
4.60%
3 Years
14.49%
14.51%
5 Years
12.37%
12.90%
Since Inception
12.90%
19.56%
Fund Age
11 yrs 5 mo
6 yrs 4 mo
AUM
₹441.87 Cr
₹1,566.43 Cr
Alpha – 1 Year
17.43%
1.62%
Alpha – 3 Years
2.40%
2.62%
Information Ratio – 3 Years
0.31
0.58
Volatility – 1 Year
19.08%
21.65%
Volatility – 3 Years
17.65%
16.64%
Beta – 1 Year
1.04
1.18
Beta – 3 Years
1.05
1.02
Sharpe Ratio – 1 Year
0.87
0.06
Sharpe Ratio – 3 Years
0.56
0.58
Worst Rolling Year
-0.27%
12.32%
Value at Worst Rolling Year
₹1.00 Cr
₹1.12 Cr
Deepest Drawdown
−20.94%
−20.60%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
19.14%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 41% · M 24% · S 29%
Number of Stocks
29
42
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%
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%