Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Karma Capital Lotus
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%
2.20%
6 Months
12.03%
9.70%
1 Year
22.15%
10.00%
3 Years
14.49%
17.10%
5 Years
12.37%
—
Since Inception
12.90%
23.10%
Fund Age
11 yrs 5 mo
3 yrs 6 mo
AUM
₹441.87 Cr
₹24.16 Cr
Alpha – 1 Year
17.43%
5.30%
Alpha – 3 Years
2.40%
5.00%
Information Ratio – 3 Years
0.31
0.96
Volatility – 1 Year
19.08%
16.88%
Volatility – 3 Years
17.65%
15.62%
Beta – 1 Year
1.04
0.95
Beta – 3 Years
1.05
0.93
Sharpe Ratio – 1 Year
0.87
0.34
Sharpe Ratio – 3 Years
0.56
0.81
Worst Rolling Year
-0.27%
16.97%
Value at Worst Rolling Year
₹1.00 Cr
₹1.17 Cr
Deepest Drawdown
−20.94%
−19.30%
Recovery Period
153 days
122 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
L 16% · M 17% · S 63%
Number of Stocks
29
—
Portfolio P/E
31.76
—
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%
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –