Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Phillip Ethical India Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Phillip Ethical India Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
3.05%
6 Months
12.03%
16.92%
1 Year
22.15%
10.56%
3 Years
14.49%
6.67%
5 Years
12.37%
7.52%
Since Inception
12.90%
10.84%
Fund Age
11 yrs 5 mo
8 yrs 8 mo
AUM
₹441.87 Cr
₹10.35 Cr
Alpha – 1 Year
17.43%
5.86%
Alpha – 3 Years
2.40%
−4.55%
Information Ratio – 3 Years
0.31
-0.70
Volatility – 1 Year
19.08%
20.12%
Volatility – 3 Years
17.65%
17.20%
Beta – 1 Year
1.04
1.04
Beta – 3 Years
1.05
0.98
Sharpe Ratio – 1 Year
0.87
0.33
Sharpe Ratio – 3 Years
0.56
0.11
Worst Rolling Year
-0.27%
4.20%
Value at Worst Rolling Year
₹1.00 Cr
₹1.04 Cr
Deepest Drawdown
−20.94%
−24.72%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
14.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 14% · M 44% · S 40%
Number of Stocks
29
21
Portfolio P/E
31.76
51.26
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%
Uno Minda Ltd · 7.68%
Himadri Speciality Chemical Ltd · 6.68%
Coforge Ltd · 6.15%
Garware Hi Tech Films Ltd · 6.12%
KEI Industries Ltd · 5.84%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%