Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Maximal Pathfinder Value Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Maximal Pathfinder Value Fund
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%
1.05%
6 Months
12.03%
10.77%
1 Year
22.15%
14.08%
3 Years
14.49%
15.75%
5 Years
12.37%
—
Since Inception
12.90%
25.14%
Fund Age
11 yrs 5 mo
4 yrs 3 mo
AUM
₹441.87 Cr
₹198.82 Cr
Alpha – 1 Year
17.43%
9.36%
Alpha – 3 Years
2.40%
3.66%
Information Ratio – 3 Years
0.31
0.34
Volatility – 1 Year
19.08%
22.89%
Volatility – 3 Years
17.65%
20.12%
Beta – 1 Year
1.04
1.24
Beta – 3 Years
1.05
1.13
Sharpe Ratio – 1 Year
0.87
0.45
Sharpe Ratio – 3 Years
0.56
0.57
Worst Rolling Year
-0.27%
15.75%
Value at Worst Rolling Year
₹1.00 Cr
₹1.16 Cr
Deepest Drawdown
−20.94%
−20.35%
Recovery Period
153 days
240 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
26.48%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
—
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%
—
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%
3% / 2% / 1%