Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Prosperity - Discovery Fund
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%
4.17%
6 Months
12.03%
20.15%
1 Year
22.15%
7.22%
3 Years
14.49%
9.88%
5 Years
12.37%
10.18%
Since Inception
12.90%
17.47%
Fund Age
11 yrs 5 mo
5 yrs 8 mo
AUM
₹441.87 Cr
₹112.12 Cr
Alpha – 1 Year
17.43%
2.50%
Alpha – 3 Years
2.40%
−2.21%
Information Ratio – 3 Years
0.31
-0.17
Volatility – 1 Year
19.08%
30.34%
Volatility – 3 Years
17.65%
23.32%
Beta – 1 Year
1.04
1.54
Beta – 3 Years
1.05
1.29
Sharpe Ratio – 1 Year
0.87
0.19
Sharpe Ratio – 3 Years
0.56
0.29
Worst Rolling Year
-0.27%
8.52%
Value at Worst Rolling Year
₹1.00 Cr
₹1.09 Cr
Deepest Drawdown
−20.94%
−32.53%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
18.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
M 39% · S 59%
Number of Stocks
29
28
Portfolio P/E
31.76
38.78
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%
—
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%