Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Karma - Wealth Builder
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%
4.30%
6 Months
12.03%
9.50%
1 Year
22.15%
10.30%
3 Years
14.49%
13.40%
5 Years
12.37%
13.85%
Since Inception
12.90%
12.90%
Fund Age
11 yrs 5 mo
19 yrs 8 mo
AUM
₹441.87 Cr
₹295.65 Cr
Alpha – 1 Year
17.43%
5.60%
Alpha – 3 Years
2.40%
1.30%
Information Ratio – 3 Years
0.31
0.46
Volatility – 1 Year
19.08%
20.18%
Volatility – 3 Years
17.65%
17.30%
Beta – 1 Year
1.04
1.09
Beta – 3 Years
1.05
1.05
Sharpe Ratio – 1 Year
0.87
0.32
Sharpe Ratio – 3 Years
0.56
0.49
Worst Rolling Year
-0.27%
-20.52%
Value at Worst Rolling Year
₹1.00 Cr
₹0.79 Cr
Deepest Drawdown
−20.94%
−12.92%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
82.46%
Median Rolling Year
14.69%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 41% · M 34% · S 25%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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% / – / –