Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
0.36%
6 Months
12.03%
5.01%
1 Year
22.15%
−5.33%
3 Years
14.49%
1.25%
5 Years
12.37%
−1.56%
Since Inception
12.90%
10.94%
Fund Age
11 yrs 5 mo
6 yrs 11 mo
AUM
₹441.87 Cr
₹122.91 Cr
Alpha – 1 Year
17.43%
−8.31%
Alpha – 3 Years
2.40%
−10.64%
Information Ratio – 3 Years
0.31
-0.98
Volatility – 1 Year
19.08%
16.35%
Volatility – 3 Years
17.65%
16.88%
Beta – 1 Year
1.04
0.87
Beta – 3 Years
1.05
0.86
Sharpe Ratio – 1 Year
0.87
-0.59
Sharpe Ratio – 3 Years
0.56
-0.17
Worst Rolling Year
-0.27%
-5.79%
Value at Worst Rolling Year
₹1.00 Cr
₹0.94 Cr
Deepest Drawdown
−20.94%
−20.60%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
54.01%
Median Rolling Year
14.69%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 41% · M 34% · S 25%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%