Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Marcellus -MeritorQ - PMS
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%
3.04%
6 Months
12.03%
5.19%
1 Year
22.15%
−0.45%
3 Years
14.49%
11.72%
5 Years
12.37%
—
Since Inception
12.90%
12.62%
Fund Age
11 yrs 5 mo
3 yrs 8 mo
AUM
₹441.87 Cr
₹42.96 Cr
Alpha – 1 Year
17.43%
−3.43%
Alpha – 3 Years
2.40%
−0.17%
Information Ratio – 3 Years
0.31
-0.16
Volatility – 1 Year
19.08%
16.93%
Volatility – 3 Years
17.65%
15.20%
Beta – 1 Year
1.04
0.92
Beta – 3 Years
1.05
0.91
Sharpe Ratio – 1 Year
0.87
-0.27
Sharpe Ratio – 3 Years
0.56
0.45
Worst Rolling Year
-0.27%
11.64%
Value at Worst Rolling Year
₹1.00 Cr
₹1.12 Cr
Deepest Drawdown
−20.94%
−20.38%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
15.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
L 39% · M 39% · S 22%
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%