Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Nippon - Indian Economic Transformation - ETP
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%
3.08%
6 Months
12.03%
9.19%
1 Year
22.15%
9.02%
3 Years
14.49%
14.71%
5 Years
12.37%
10.31%
Since Inception
12.90%
14.95%
Fund Age
11 yrs 5 mo
7 yrs 10 mo
AUM
₹441.87 Cr
₹42.73 Cr
Alpha – 1 Year
17.43%
4.30%
Alpha – 3 Years
2.40%
2.62%
Information Ratio – 3 Years
0.31
0.63
Volatility – 1 Year
19.08%
17.52%
Volatility – 3 Years
17.65%
14.89%
Beta – 1 Year
1.04
0.97
Beta – 3 Years
1.05
0.92
Sharpe Ratio – 1 Year
0.87
0.26
Sharpe Ratio – 3 Years
0.56
0.66
Worst Rolling Year
-0.27%
8.19%
Value at Worst Rolling Year
₹1.00 Cr
₹1.08 Cr
Deepest Drawdown
−20.94%
−18.24%
Recovery Period
153 days
238 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
16.27%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 18% · M 16% · S 37%
Number of Stocks
29
30
Portfolio P/E
31.76
31.64
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 · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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%