Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs NARNOLIA LARGE CAP STRATEGY
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Ambit Investment Advisors - Good & Clean
NARNOLIA LARGE CAP STRATEGY
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%
−1.51%
6 Months
12.03%
−2.49%
1 Year
22.15%
1.85%
3 Years
14.49%
12.22%
5 Years
12.37%
8.68%
Since Inception
12.90%
15.27%
Fund Age
11 yrs 5 mo
14 yrs 5 mo
AUM
₹441.87 Cr
₹116.22 Cr
Alpha – 1 Year
17.43%
2.20%
Alpha – 3 Years
2.40%
3.22%
Information Ratio – 3 Years
0.31
0.70
Volatility – 1 Year
19.08%
18.13%
Volatility – 3 Years
17.65%
15.25%
Beta – 1 Year
1.04
1.12
Beta – 3 Years
1.05
1.06
Sharpe Ratio – 1 Year
0.87
-0.09
Sharpe Ratio – 3 Years
0.56
0.50
Worst Rolling Year
-0.27%
-2.08%
Value at Worst Rolling Year
₹1.00 Cr
₹0.98 Cr
Deepest Drawdown
−20.94%
−15.14%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
99.45%
Median Rolling Year
14.69%
15.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 86% · M 7% · S 3%
Number of Stocks
29
21
Portfolio P/E
31.76
29.25
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%
Mahindra & Mahindra Ltd · 9.39%
State Bank of India · 8.94%
ICICI Bank Ltd · 7.71%
HDFC Bank Ltd · 7.49%
Larsen & Toubro Ltd · 5.93%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 36.32%
Automobile and Auto Components · 12.08%
Consumer Services · 11.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%