Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs ICICI Prudential - ACE Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
ICICI Prudential - ACE Portfolio
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%
1.50%
6 Months
12.03%
6.39%
1 Year
22.15%
8.34%
3 Years
14.49%
20.57%
5 Years
12.37%
14.25%
Since Inception
12.90%
14.53%
Fund Age
11 yrs 5 mo
15 yrs 8 mo
AUM
₹441.87 Cr
₹1,471.29 Cr
Alpha – 1 Year
17.43%
3.62%
Alpha – 3 Years
2.40%
8.48%
Information Ratio – 3 Years
0.31
1.81
Volatility – 1 Year
19.08%
17.64%
Volatility – 3 Years
17.65%
15.55%
Beta – 1 Year
1.04
1.00
Beta – 3 Years
1.05
0.98
Sharpe Ratio – 1 Year
0.87
0.24
Sharpe Ratio – 3 Years
0.56
0.95
Worst Rolling Year
-0.27%
-7.80%
Value at Worst Rolling Year
₹1.00 Cr
₹0.92 Cr
Deepest Drawdown
−20.94%
−18.41%
Recovery Period
153 days
158 days
1-Year Rolling Windows Positive
99.03%
94.89%
Median Rolling Year
14.69%
19.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 49% · M 16% · S 33%
Number of Stocks
29
33
Portfolio P/E
31.76
29.89
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%
FSN E-Commerce Ventures Ltd · 5.67%
ICICI Bank Ltd · 5.66%
Eternal Ltd · 5.22%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.47%
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%
1% / 0% / 0%