Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Monarch Wealth Creator 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%
2.85%
6 Months
12.03%
12.32%
1 Year
22.15%
—
3 Years
14.49%
—
5 Years
12.37%
—
Since Inception
12.90%
13.81%
Fund Age
11 yrs 5 mo
8 mo
AUM
₹441.87 Cr
₹279.09 Cr
Alpha – 1 Year
17.43%
—
Alpha – 3 Years
2.40%
—
Information Ratio – 3 Years
0.31
—
Volatility – 1 Year
19.08%
—
Volatility – 3 Years
17.65%
—
Beta – 1 Year
1.04
—
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.87
—
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
-0.27%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−20.94%
—
Recovery Period
153 days
—
1-Year Rolling Windows Positive
99.03%
—
Median Rolling Year
14.69%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
L 35% · M 34% · S 23%
Number of Stocks
29
40
Portfolio P/E
31.76
19.53
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%
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0.5% / 0.5% / 0%