Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs NJ-Freedom ETF Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
NJ-Freedom ETF Portfolio
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%
−0.13%
6 Months
12.03%
1.78%
1 Year
22.15%
6.32%
3 Years
14.49%
11.40%
5 Years
12.37%
9.32%
Since Inception
12.90%
10.72%
Fund Age
11 yrs 5 mo
8 yrs 5 mo
AUM
₹441.87 Cr
₹314.17 Cr
Alpha – 1 Year
17.43%
6.67%
Alpha – 3 Years
2.40%
2.41%
Information Ratio – 3 Years
0.31
0.48
Volatility – 1 Year
19.08%
17.96%
Volatility – 3 Years
17.65%
15.53%
Beta – 1 Year
1.04
1.09
Beta – 3 Years
1.05
1.08
Sharpe Ratio – 1 Year
0.87
0.13
Sharpe Ratio – 3 Years
0.56
0.44
Worst Rolling Year
-0.27%
7.40%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−20.94%
−19.45%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
15.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 66% · M 32% · S 1%
Number of Stocks
29
3
Portfolio P/E
31.76
—
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%
Nippon India ETF Nifty 50 BeES · 41.19%
Nippon India ETF Nifty Midcap 150 · 32.64%
Nippon India ETF Nifty Next 50 Junior BeES · 25.82%
Cash & Cash Equivalent · 0.35%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%