Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Motilal Oswal - Value Migration
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%
0.78%
6 Months
12.03%
11.75%
1 Year
22.15%
−2.37%
3 Years
14.49%
17.81%
5 Years
12.37%
14.66%
Since Inception
12.90%
18.91%
Fund Age
11 yrs 5 mo
23 yrs 5 mo
AUM
₹441.87 Cr
₹3,220.2 Cr
Alpha – 1 Year
17.43%
−5.35%
Alpha – 3 Years
2.40%
5.93%
Information Ratio – 3 Years
0.31
0.54
Volatility – 1 Year
19.08%
21.49%
Volatility – 3 Years
17.65%
20.84%
Beta – 1 Year
1.04
1.07
Beta – 3 Years
1.05
1.13
Sharpe Ratio – 1 Year
0.87
-0.27
Sharpe Ratio – 3 Years
0.56
0.64
Worst Rolling Year
-0.27%
-7.44%
Value at Worst Rolling Year
₹1.00 Cr
₹0.93 Cr
Deepest Drawdown
−20.94%
−27.33%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
94.32%
Median Rolling Year
14.69%
14.52%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 41% · M 34% · S 25%
L 28% · M 48% · S 19%
Number of Stocks
29
27
Portfolio P/E
31.76
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%