Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
2.85%
6 Months
12.03%
22.81%
1 Year
22.15%
15.74%
3 Years
14.49%
19.34%
5 Years
12.37%
—
Since Inception
12.90%
24.49%
Fund Age
11 yrs 5 mo
3 yrs 3 mo
AUM
₹441.87 Cr
₹446.96 Cr
Alpha – 1 Year
17.43%
11.02%
Alpha – 3 Years
2.40%
7.25%
Information Ratio – 3 Years
0.31
0.86
Volatility – 1 Year
19.08%
23.09%
Volatility – 3 Years
17.65%
17.79%
Beta – 1 Year
1.04
1.11
Beta – 3 Years
1.05
0.93
Sharpe Ratio – 1 Year
0.87
0.51
Sharpe Ratio – 3 Years
0.56
0.79
Worst Rolling Year
-0.27%
19.32%
Value at Worst Rolling Year
₹1.00 Cr
₹1.19 Cr
Deepest Drawdown
−20.94%
−18.72%
Recovery Period
153 days
46 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
L 19% · S 80%
Number of Stocks
29
30
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%
—
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—