Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
0.50%
6 Months
12.03%
2.02%
1 Year
22.15%
0.60%
3 Years
14.49%
8.21%
5 Years
12.37%
5.75%
Since Inception
12.90%
9.73%
Fund Age
11 yrs 5 mo
6 yrs
AUM
₹441.87 Cr
₹128.19 Cr
Alpha – 1 Year
17.43%
1.03%
Alpha – 3 Years
2.40%
−0.36%
Information Ratio – 3 Years
0.31
0.12
Volatility – 1 Year
19.08%
19.24%
Volatility – 3 Years
17.65%
14.76%
Beta – 1 Year
1.04
1.13
Beta – 3 Years
1.05
0.95
Sharpe Ratio – 1 Year
0.87
-0.16
Sharpe Ratio – 3 Years
0.56
0.24
Worst Rolling Year
-0.27%
0.20%
Value at Worst Rolling Year
₹1.00 Cr
₹1.00 Cr
Deepest Drawdown
−20.94%
−18.72%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
98.09%
Median Rolling Year
14.69%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 47% · M 42% · S 11%
Number of Stocks
29
—
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
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%