Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs ICICI SECURITIES-ACE EQUITY PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
ICICI SECURITIES-ACE EQUITY 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%
−0.41%
6 Months
12.03%
2.73%
1 Year
22.15%
4.98%
3 Years
14.49%
15.11%
5 Years
12.37%
11.87%
Since Inception
12.90%
14.33%
Fund Age
11 yrs 5 mo
5 yrs 8 mo
AUM
₹441.87 Cr
₹246.8 Cr
Alpha – 1 Year
17.43%
5.33%
Alpha – 3 Years
2.40%
6.11%
Information Ratio – 3 Years
0.31
0.59
Volatility – 1 Year
19.08%
18.81%
Volatility – 3 Years
17.65%
17.80%
Beta – 1 Year
1.04
1.11
Beta – 3 Years
1.05
1.06
Sharpe Ratio – 1 Year
0.87
0.07
Sharpe Ratio – 3 Years
0.56
0.59
Worst Rolling Year
-0.27%
13.28%
Value at Worst Rolling Year
₹1.00 Cr
₹1.13 Cr
Deepest Drawdown
−20.94%
−21.07%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
18.43%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 51% · M 13% · S 32%
Number of Stocks
29
29
Portfolio P/E
31.76
34.13
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%
CreditAccess Grameen Ltd · 5.29%
State Bank of India · 5.11%
ICICI Bank Ltd · 4.84%
Bharti Airtel Ltd · 4.32%
Krishna Institute of Medical Sciences Ltd · 4.23%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 28.24%
Capital Goods · 13.90%
Consumer Services · 7.09%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%