Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Lakewater Advisors - India Growth
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%
−5.12%
6 Months
12.03%
10.94%
1 Year
22.15%
14.16%
3 Years
14.49%
7.74%
5 Years
12.37%
3.22%
Since Inception
12.90%
10.15%
Fund Age
11 yrs 5 mo
7 yrs 2 mo
AUM
₹441.87 Cr
₹34.95 Cr
Alpha – 1 Year
17.43%
14.51%
Alpha – 3 Years
2.40%
−1.26%
Information Ratio – 3 Years
0.31
-0.10
Volatility – 1 Year
19.08%
25.75%
Volatility – 3 Years
17.65%
17.58%
Beta – 1 Year
1.04
1.43
Beta – 3 Years
1.05
1.06
Sharpe Ratio – 1 Year
0.87
0.43
Sharpe Ratio – 3 Years
0.56
0.21
Worst Rolling Year
-0.27%
-2.37%
Value at Worst Rolling Year
₹1.00 Cr
₹0.98 Cr
Deepest Drawdown
−20.94%
−19.75%
Recovery Period
153 days
57 days
1-Year Rolling Windows Positive
99.03%
96.22%
Median Rolling Year
14.69%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 41% · M 32% · S 26%
Number of Stocks
29
19
Portfolio P/E
31.76
40.21
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%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%