Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs ICICI Prudential PMS Growth Leaders Strategy
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
ICICI Prudential PMS Growth Leaders Strategy
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%
2.13%
6 Months
12.03%
4.45%
1 Year
22.15%
9.07%
3 Years
14.49%
17.41%
5 Years
12.37%
13.90%
Since Inception
12.90%
12.23%
Fund Age
11 yrs 5 mo
25 yrs 8 mo
AUM
₹441.87 Cr
₹1,659.64 Cr
Alpha – 1 Year
17.43%
4.35%
Alpha – 3 Years
2.40%
5.32%
Information Ratio – 3 Years
0.31
1.35
Volatility – 1 Year
19.08%
16.92%
Volatility – 3 Years
17.65%
15.61%
Beta – 1 Year
1.04
0.95
Beta – 3 Years
1.05
0.99
Sharpe Ratio – 1 Year
0.87
0.28
Sharpe Ratio – 3 Years
0.56
0.78
Worst Rolling Year
-0.27%
-11.28%
Value at Worst Rolling Year
₹1.00 Cr
₹0.89 Cr
Deepest Drawdown
−20.94%
−20.82%
Recovery Period
153 days
521 days
1-Year Rolling Windows Positive
99.03%
89.60%
Median Rolling Year
14.69%
15.37%
5-Year Rolling Windows Positive
100.00%
93.68%
Market-Cap Mix
L 41% · M 34% · S 25%
L 58% · M 17% · S 24%
Number of Stocks
29
37
Portfolio P/E
31.76
28.58
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%
ICICI Bank Ltd · 6.05%
FSN E-Commerce Ventures Ltd · 5.03%
Bharti Airtel Ltd · 4.92%
State Bank of India · 4.85%
Eternal Ltd · 4.72%
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%