Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
0.40%
6 Months
12.03%
4.60%
1 Year
22.15%
−5.85%
3 Years
14.49%
5.64%
5 Years
12.37%
—
Since Inception
12.90%
−0.46%
Fund Age
11 yrs 5 mo
4 yrs 7 mo
AUM
₹441.87 Cr
₹87.75 Cr
Alpha – 1 Year
17.43%
−8.83%
Alpha – 3 Years
2.40%
−6.25%
Information Ratio – 3 Years
0.31
-0.73
Volatility – 1 Year
19.08%
16.46%
Volatility – 3 Years
17.65%
15.18%
Beta – 1 Year
1.04
0.88
Beta – 3 Years
1.05
0.84
Sharpe Ratio – 1 Year
0.87
-0.62
Sharpe Ratio – 3 Years
0.56
0.08
Worst Rolling Year
-0.27%
-2.49%
Value at Worst Rolling Year
₹1.00 Cr
₹0.98 Cr
Deepest Drawdown
−20.94%
−20.88%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
87.97%
Median Rolling Year
14.69%
5.97%
5-Year Rolling Windows Positive
100.00%
—
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
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%
2% / 0% / 0%