Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
ORO - All Weather 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%
−0.19%
6 Months
12.03%
−0.42%
1 Year
22.15%
−4.58%
3 Years
14.49%
16.32%
5 Years
12.37%
13.17%
Since Inception
12.90%
13.94%
Fund Age
11 yrs 5 mo
6 yrs 6 mo
AUM
₹441.87 Cr
₹13.16 Cr
Alpha – 1 Year
17.43%
−7.56%
Alpha – 3 Years
2.40%
4.42%
Information Ratio – 3 Years
0.31
0.49
Volatility – 1 Year
19.08%
16.90%
Volatility – 3 Years
17.65%
17.54%
Beta – 1 Year
1.04
0.86
Beta – 3 Years
1.05
0.99
Sharpe Ratio – 1 Year
0.87
-0.52
Sharpe Ratio – 3 Years
0.56
0.69
Worst Rolling Year
-0.27%
3.91%
Value at Worst Rolling Year
₹1.00 Cr
₹1.04 Cr
Deepest Drawdown
−20.94%
−19.46%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 66% · M 23%
Number of Stocks
29
20
Portfolio P/E
31.76
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%