Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
ICICI Prudential - Contra Portfolio
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%
0.77%
6 Months
12.03%
0.72%
1 Year
22.15%
7.26%
3 Years
14.49%
15.71%
5 Years
12.37%
16.27%
Since Inception
12.90%
18.01%
Fund Age
11 yrs 5 mo
7 yrs 11 mo
AUM
₹441.87 Cr
₹14,208.27 Cr
Alpha – 1 Year
17.43%
2.54%
Alpha – 3 Years
2.40%
3.62%
Information Ratio – 3 Years
0.31
0.79
Volatility – 1 Year
19.08%
16.69%
Volatility – 3 Years
17.65%
15.09%
Beta – 1 Year
1.04
0.95
Beta – 3 Years
1.05
0.95
Sharpe Ratio – 1 Year
0.87
0.18
Sharpe Ratio – 3 Years
0.56
0.70
Worst Rolling Year
-0.27%
12.54%
Value at Worst Rolling Year
₹1.00 Cr
₹1.13 Cr
Deepest Drawdown
−20.94%
−18.56%
Recovery Period
153 days
241 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
23.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 68% · M 7% · S 24%
Number of Stocks
29
42
Portfolio P/E
31.76
25.76
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%
Bharti Airtel Ltd · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
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%