Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Mansi share-seven islands PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.14%
2.10%
6 Months
12.03%
29.13%
1 Year
22.15%
20.96%
3 Years
14.49%
17.22%
5 Years
12.37%
—
Since Inception
12.90%
23.59%
Fund Age
11 yrs 5 mo
3 yrs 7 mo
AUM
₹441.87 Cr
₹147.56 Cr
Alpha – 1 Year
17.43%
16.24%
Alpha – 3 Years
2.40%
5.13%
Information Ratio – 3 Years
0.31
0.33
Volatility – 1 Year
19.08%
30.80%
Volatility – 3 Years
17.65%
25.65%
Beta – 1 Year
1.04
1.54
Beta – 3 Years
1.05
1.41
Sharpe Ratio – 1 Year
0.87
0.58
Sharpe Ratio – 3 Years
0.56
0.54
Worst Rolling Year
-0.27%
15.38%
Value at Worst Rolling Year
₹1.00 Cr
₹1.15 Cr
Deepest Drawdown
−20.94%
−28.52%
Recovery Period
153 days
122 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
21.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
L 63% · M 11% · S 17%
Number of Stocks
29
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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%