Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Invesco - Challengers
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%
1.41%
6 Months
12.03%
13.18%
1 Year
22.15%
2.91%
3 Years
14.49%
14.27%
5 Years
12.37%
—
Since Inception
12.90%
11.83%
Fund Age
11 yrs 5 mo
4 yrs 11 mo
AUM
₹441.87 Cr
₹31.01 Cr
Alpha – 1 Year
17.43%
−1.81%
Alpha – 3 Years
2.40%
2.18%
Information Ratio – 3 Years
0.31
0.24
Volatility – 1 Year
19.08%
18.67%
Volatility – 3 Years
17.65%
17.11%
Beta – 1 Year
1.04
0.97
Beta – 3 Years
1.05
0.95
Sharpe Ratio – 1 Year
0.87
-0.04
Sharpe Ratio – 3 Years
0.56
0.56
Worst Rolling Year
-0.27%
12.64%
Value at Worst Rolling Year
₹1.00 Cr
₹1.13 Cr
Deepest Drawdown
−20.94%
−24.73%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
17.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 41% · M 34% · S 25%
L 37% · M 30% · S 33%
Number of Stocks
29
26
Portfolio P/E
31.76
54.84
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 · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—