Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
0.53%
6 Months
12.03%
5.22%
1 Year
22.15%
8.94%
3 Years
14.49%
10.33%
5 Years
12.37%
10.77%
Since Inception
12.90%
10.49%
Fund Age
11 yrs 5 mo
9 yrs 9 mo
AUM
₹441.87 Cr
₹67.62 Cr
Alpha – 1 Year
17.43%
−0.44%
Alpha – 3 Years
2.40%
0.76%
Information Ratio – 3 Years
0.31
0.44
Volatility – 1 Year
19.08%
2.31%
Volatility – 3 Years
17.65%
1.38%
Beta – 1 Year
1.04
0.41
Beta – 3 Years
1.05
0.46
Sharpe Ratio – 1 Year
0.87
1.46
Sharpe Ratio – 3 Years
0.56
3.36
Worst Rolling Year
-0.27%
9.87%
Value at Worst Rolling Year
₹1.00 Cr
₹1.10 Cr
Deepest Drawdown
−20.94%
—
Recovery Period
153 days
—
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
10.78%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
—
Number of Stocks
29
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Others · 99.75%
Government · 0.23%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%