Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
5.68%
6 Months
12.03%
10.98%
1 Year
22.15%
10.72%
3 Years
14.49%
15.83%
5 Years
12.37%
13.58%
Since Inception
12.90%
14.48%
Fund Age
11 yrs 5 mo
21 yrs 11 mo
AUM
₹441.87 Cr
₹8.51 Cr
Alpha – 1 Year
17.43%
6.00%
Alpha – 3 Years
2.40%
3.74%
Information Ratio – 3 Years
0.31
0.71
Volatility – 1 Year
19.08%
16.38%
Volatility – 3 Years
17.65%
14.45%
Beta – 1 Year
1.04
0.87
Beta – 3 Years
1.05
0.89
Sharpe Ratio – 1 Year
0.87
0.33
Sharpe Ratio – 3 Years
0.56
0.72
Worst Rolling Year
-0.27%
-12.28%
Value at Worst Rolling Year
₹1.00 Cr
₹0.88 Cr
Deepest Drawdown
−20.94%
−17.66%
Recovery Period
153 days
197 days
1-Year Rolling Windows Positive
99.03%
90.88%
Median Rolling Year
14.69%
13.32%
5-Year Rolling Windows Positive
100.00%
98.04%
Market-Cap Mix
L 41% · M 34% · S 25%
L 23% · M 15% · S 43%
Number of Stocks
29
30
Portfolio P/E
31.76
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%