Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Purnartha Dynamic Midcap
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%
−0.54%
6 Months
12.03%
12.07%
1 Year
22.15%
11.66%
3 Years
14.49%
13.52%
5 Years
12.37%
—
Since Inception
12.90%
14.98%
Fund Age
11 yrs 5 mo
3 yrs 6 mo
AUM
₹441.87 Cr
₹447.27 Cr
Alpha – 1 Year
17.43%
6.94%
Alpha – 3 Years
2.40%
1.43%
Information Ratio – 3 Years
0.31
0.13
Volatility – 1 Year
19.08%
21.15%
Volatility – 3 Years
17.65%
18.85%
Beta – 1 Year
1.04
1.14
Beta – 3 Years
1.05
1.10
Sharpe Ratio – 1 Year
0.87
0.37
Sharpe Ratio – 3 Years
0.56
0.48
Worst Rolling Year
-0.27%
10.55%
Value at Worst Rolling Year
₹1.00 Cr
₹1.11 Cr
Deepest Drawdown
−20.94%
−17.40%
Recovery Period
153 days
122 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
14.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
L 28% · M 19% · S 29%
Number of Stocks
29
—
Portfolio P/E
31.76
33.83
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%
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%