Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
PGIM India - Phoenix 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%
3.66%
6 Months
12.03%
18.51%
1 Year
22.15%
2.32%
3 Years
14.49%
8.56%
5 Years
12.37%
13.23%
Since Inception
12.90%
12.52%
Fund Age
11 yrs 5 mo
10 yrs
AUM
₹441.87 Cr
₹60.22 Cr
Alpha – 1 Year
17.43%
2.67%
Alpha – 3 Years
2.40%
−0.44%
Information Ratio – 3 Years
0.31
-0.03
Volatility – 1 Year
19.08%
27.56%
Volatility – 3 Years
17.65%
21.93%
Beta – 1 Year
1.04
1.33
Beta – 3 Years
1.05
1.17
Sharpe Ratio – 1 Year
0.87
0.01
Sharpe Ratio – 3 Years
0.56
0.24
Worst Rolling Year
-0.27%
-13.90%
Value at Worst Rolling Year
₹1.00 Cr
₹0.86 Cr
Deepest Drawdown
−20.94%
−31.68%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
85.20%
Median Rolling Year
14.69%
15.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
M 3% · S 93%
Number of Stocks
29
26
Portfolio P/E
31.76
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%