Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Ksema - Multicap
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Ksema - Multicap
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%
0.82%
6 Months
12.03%
2.65%
1 Year
22.15%
10.76%
3 Years
14.49%
12.77%
5 Years
12.37%
14.58%
Since Inception
12.90%
17.50%
Fund Age
11 yrs 5 mo
7 yrs 7 mo
AUM
₹441.87 Cr
₹83.87 Cr
Alpha – 1 Year
17.43%
11.11%
Alpha – 3 Years
2.40%
3.77%
Information Ratio – 3 Years
0.31
0.46
Volatility – 1 Year
19.08%
18.53%
Volatility – 3 Years
17.65%
17.03%
Beta – 1 Year
1.04
1.11
Beta – 3 Years
1.05
1.11
Sharpe Ratio – 1 Year
0.87
0.36
Sharpe Ratio – 3 Years
0.56
0.48
Worst Rolling Year
-0.27%
12.58%
Value at Worst Rolling Year
₹1.00 Cr
₹1.13 Cr
Deepest Drawdown
−20.94%
−20.55%
Recovery Period
153 days
518 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
20.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 54% · M 18% · S 28%
Number of Stocks
29
51
Portfolio P/E
31.76
23.77
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%
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%