Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
0.97%
6 Months
12.03%
6.33%
1 Year
22.15%
−0.99%
3 Years
14.49%
6.26%
5 Years
12.37%
6.47%
Since Inception
12.90%
5.18%
Fund Age
11 yrs 5 mo
19 yrs 5 mo
AUM
₹441.87 Cr
₹95.89 Cr
Alpha – 1 Year
17.43%
2.51%
Alpha – 3 Years
2.40%
−2.73%
Information Ratio – 3 Years
0.31
-0.10
Volatility – 1 Year
19.08%
20.93%
Volatility – 3 Years
17.65%
17.77%
Beta – 1 Year
1.04
1.14
Beta – 3 Years
1.05
1.05
Sharpe Ratio – 1 Year
0.87
-0.20
Sharpe Ratio – 3 Years
0.56
0.23
Worst Rolling Year
-0.27%
-21.50%
Value at Worst Rolling Year
₹1.00 Cr
₹0.79 Cr
Deepest Drawdown
−20.94%
−30.66%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
74.63%
Median Rolling Year
14.69%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 41% · M 34% · S 25%
L 77% · M 12% · S 11%
Number of Stocks
29
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%