Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Invesco - Caterpillar
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Invesco - Caterpillar
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%
5.09%
6 Months
12.03%
12.77%
1 Year
22.15%
18.71%
3 Years
14.49%
16.31%
5 Years
12.37%
16.50%
Since Inception
12.90%
12.31%
Fund Age
11 yrs 5 mo
20 yrs 2 mo
AUM
₹441.87 Cr
₹81.03 Cr
Alpha – 1 Year
17.43%
13.99%
Alpha – 3 Years
2.40%
4.22%
Information Ratio – 3 Years
0.31
0.46
Volatility – 1 Year
19.08%
18.60%
Volatility – 3 Years
17.65%
18.73%
Beta – 1 Year
1.04
0.98
Beta – 3 Years
1.05
1.07
Sharpe Ratio – 1 Year
0.87
0.73
Sharpe Ratio – 3 Years
0.56
0.63
Worst Rolling Year
-0.27%
-17.65%
Value at Worst Rolling Year
₹1.00 Cr
₹0.82 Cr
Deepest Drawdown
−20.94%
−25.73%
Recovery Period
153 days
498 days
1-Year Rolling Windows Positive
99.03%
76.16%
Median Rolling Year
14.69%
14.50%
5-Year Rolling Windows Positive
100.00%
86.34%
Market-Cap Mix
L 41% · M 34% · S 25%
L 18% · M 28% · S 49%
Number of Stocks
29
23
Portfolio P/E
31.76
43.00
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%
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—