Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Phillip Income Builder Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Phillip Income Builder Portfolio
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%
0.82%
6 Months
12.03%
5.10%
1 Year
22.15%
10.73%
3 Years
14.49%
13.62%
5 Years
12.37%
—
Since Inception
12.90%
13.76%
Fund Age
11 yrs 5 mo
3 yrs
AUM
₹441.87 Cr
₹261.91 Cr
Alpha – 1 Year
17.43%
5.53%
Alpha – 3 Years
2.40%
6.73%
Information Ratio – 3 Years
0.31
2.55
Volatility – 1 Year
19.08%
1.39%
Volatility – 3 Years
17.65%
1.55%
Beta – 1 Year
1.04
0.39
Beta – 3 Years
1.05
0.13
Sharpe Ratio – 1 Year
0.87
3.51
Sharpe Ratio – 3 Years
0.56
4.91
Worst Rolling Year
-0.27%
13.63%
Value at Worst Rolling Year
₹1.00 Cr
₹1.14 Cr
Deepest Drawdown
−20.94%
—
Recovery Period
153 days
—
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
13.72%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
—
Number of Stocks
29
—
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%
11% Kosamattam · 0.00%
Muthoot Fincorp Ltd. 10.45% DB REDEEM 24/12/2032 INR 10000 · 0.00%
Indostar Capital Finance Ltd 10.30% DB REDEEM 25/09/2027 INR 1000 · 0.00%
Navi Finserv Ltd. 10.75% DB REDEEM 19/08/2028 INR 10000 · 0.00%
MUTHOOTTU MINI FINANCIERS LTD 9.25 NCD 18SP27 FVRS10000 · 0.00%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%