Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
0.25%
6 Months
12.03%
15.19%
1 Year
22.15%
3.21%
3 Years
14.49%
19.65%
5 Years
12.37%
—
Since Inception
12.90%
25.09%
Fund Age
11 yrs 5 mo
3 yrs 5 mo
AUM
₹441.87 Cr
₹4,148.34 Cr
Alpha – 1 Year
17.43%
0.23%
Alpha – 3 Years
2.40%
7.77%
Information Ratio – 3 Years
0.31
0.62
Volatility – 1 Year
19.08%
21.54%
Volatility – 3 Years
17.65%
22.15%
Beta – 1 Year
1.04
1.06
Beta – 3 Years
1.05
1.15
Sharpe Ratio – 1 Year
0.87
-0.01
Sharpe Ratio – 3 Years
0.56
0.68
Worst Rolling Year
-0.27%
19.49%
Value at Worst Rolling Year
₹1.00 Cr
₹1.19 Cr
Deepest Drawdown
−20.94%
−27.91%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
L 26% · M 35% · S 37%
Number of Stocks
29
26
Portfolio P/E
31.76
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%