Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Nippon - Emerging India - EIP
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%
2.63%
6 Months
12.03%
13.11%
1 Year
22.15%
15.44%
3 Years
14.49%
15.82%
5 Years
12.37%
15.29%
Since Inception
12.90%
15.37%
Fund Age
11 yrs 5 mo
9 yrs 4 mo
AUM
₹441.87 Cr
₹32.48 Cr
Alpha – 1 Year
17.43%
10.72%
Alpha – 3 Years
2.40%
3.73%
Information Ratio – 3 Years
0.31
0.69
Volatility – 1 Year
19.08%
17.99%
Volatility – 3 Years
17.65%
17.45%
Beta – 1 Year
1.04
0.99
Beta – 3 Years
1.05
1.02
Sharpe Ratio – 1 Year
0.87
0.59
Sharpe Ratio – 3 Years
0.56
0.71
Worst Rolling Year
-0.27%
-6.27%
Value at Worst Rolling Year
₹1.00 Cr
₹0.94 Cr
Deepest Drawdown
−20.94%
−21.15%
Recovery Period
153 days
474 days
1-Year Rolling Windows Positive
99.03%
92.43%
Median Rolling Year
14.69%
21.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 8% · M 22% · S 44%
Number of Stocks
29
30
Portfolio P/E
31.76
30.67
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 · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%