Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
0.95%
6 Months
12.03%
11.98%
1 Year
22.15%
18.12%
3 Years
14.49%
18.24%
5 Years
12.37%
—
Since Inception
12.90%
20.21%
Fund Age
11 yrs 5 mo
4 yrs 8 mo
AUM
₹441.87 Cr
₹424.87 Cr
Alpha – 1 Year
17.43%
13.40%
Alpha – 3 Years
2.40%
6.15%
Information Ratio – 3 Years
0.31
0.85
Volatility – 1 Year
19.08%
22.44%
Volatility – 3 Years
17.65%
19.69%
Beta – 1 Year
1.04
1.22
Beta – 3 Years
1.05
1.10
Sharpe Ratio – 1 Year
0.87
0.61
Sharpe Ratio – 3 Years
0.56
0.80
Worst Rolling Year
-0.27%
18.24%
Value at Worst Rolling Year
₹1.00 Cr
₹1.18 Cr
Deepest Drawdown
−20.94%
−25.57%
Recovery Period
153 days
337 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
24.33%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
M 1% · S 89%
Number of Stocks
29
30
Portfolio P/E
31.76
23.45
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%
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%