Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Motilal Oswal - Ethical
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%
1.53%
6 Months
12.03%
18.13%
1 Year
22.15%
13.15%
3 Years
14.49%
14.12%
5 Years
12.37%
11.96%
Since Inception
12.90%
13.25%
Fund Age
11 yrs 5 mo
5 yrs 1 mo
AUM
₹441.87 Cr
₹77.09 Cr
Alpha – 1 Year
17.43%
10.17%
Alpha – 3 Years
2.40%
2.24%
Information Ratio – 3 Years
0.31
0.36
Volatility – 1 Year
19.08%
23.76%
Volatility – 3 Years
17.65%
19.81%
Beta – 1 Year
1.04
1.23
Beta – 3 Years
1.05
1.14
Sharpe Ratio – 1 Year
0.87
0.40
Sharpe Ratio – 3 Years
0.56
0.50
Worst Rolling Year
-0.27%
8.04%
Value at Worst Rolling Year
₹1.00 Cr
₹1.08 Cr
Deepest Drawdown
−20.94%
−27.15%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 28% · M 28% · S 44%
Number of Stocks
29
20
Portfolio P/E
31.76
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
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%