Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
12.03%
6.66%
1 Year
22.15%
7.95%
3 Years
14.49%
14.01%
5 Years
12.37%
12.40%
Since Inception
12.90%
16.07%
Fund Age
11 yrs 5 mo
12 yrs 5 mo
AUM
₹441.87 Cr
₹27.98 Cr
Alpha – 1 Year
17.43%
3.23%
Alpha – 3 Years
2.40%
1.92%
Information Ratio – 3 Years
0.31
0.55
Volatility – 1 Year
19.08%
16.42%
Volatility – 3 Years
17.65%
14.36%
Beta – 1 Year
1.04
0.92
Beta – 3 Years
1.05
0.91
Sharpe Ratio – 1 Year
0.87
0.15
Sharpe Ratio – 3 Years
0.56
0.63
Worst Rolling Year
-0.27%
-4.39%
Value at Worst Rolling Year
₹1.00 Cr
₹0.96 Cr
Deepest Drawdown
−20.94%
−17.36%
Recovery Period
153 days
532 days
1-Year Rolling Windows Positive
99.03%
97.43%
Median Rolling Year
14.69%
15.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 25% · M 6% · S 37%
Number of Stocks
29
30
Portfolio P/E
31.76
29.90
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 · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%