Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
InCred Capital - Multicap PMS
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%
6.10%
6 Months
12.03%
8.11%
1 Year
22.15%
−2.73%
3 Years
14.49%
11.42%
5 Years
12.37%
12.09%
Since Inception
12.90%
13.75%
Fund Age
11 yrs 5 mo
5 yrs 5 mo
AUM
₹441.87 Cr
₹205.48 Cr
Alpha – 1 Year
17.43%
−5.71%
Alpha – 3 Years
2.40%
−0.47%
Information Ratio – 3 Years
0.31
-0.07
Volatility – 1 Year
19.08%
23.93%
Volatility – 3 Years
17.65%
22.69%
Beta – 1 Year
1.04
1.24
Beta – 3 Years
1.05
1.17
Sharpe Ratio – 1 Year
0.87
-0.23
Sharpe Ratio – 3 Years
0.56
0.35
Worst Rolling Year
-0.27%
11.05%
Value at Worst Rolling Year
₹1.00 Cr
₹1.11 Cr
Deepest Drawdown
−20.94%
−29.75%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 28% · M 36% · S 34%
Number of Stocks
29
29
Portfolio P/E
31.76
46.19
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 Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%