Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Marathon Trends - Trend Following
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%
1.43%
6 Months
12.03%
0.81%
1 Year
22.15%
7.79%
3 Years
14.49%
9.10%
5 Years
12.37%
—
Since Inception
12.90%
17.42%
Fund Age
11 yrs 5 mo
8 yrs 11 mo
AUM
₹441.87 Cr
₹342.11 Cr
Alpha – 1 Year
17.43%
3.07%
Alpha – 3 Years
2.40%
−2.99%
Information Ratio – 3 Years
0.31
0.29
Volatility – 1 Year
19.08%
17.73%
Volatility – 3 Years
17.65%
15.85%
Beta – 1 Year
1.04
1.00
Beta – 3 Years
1.05
0.98
Sharpe Ratio – 1 Year
0.87
0.21
Sharpe Ratio – 3 Years
0.56
0.50
Worst Rolling Year
-0.27%
9.10%
Value at Worst Rolling Year
₹1.00 Cr
₹1.09 Cr
Deepest Drawdown
−20.94%
−24.26%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
L 40% · M 35% · S 22%
Number of Stocks
29
23
Portfolio P/E
31.76
21.69
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 · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%