Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Purnartha Vision Strategy
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%
5.60%
6 Months
12.03%
9.69%
1 Year
22.15%
14.36%
3 Years
14.49%
13.50%
5 Years
12.37%
8.53%
Since Inception
12.90%
11.34%
Fund Age
11 yrs 5 mo
5 yrs 5 mo
AUM
₹441.87 Cr
₹190.75 Cr
Alpha – 1 Year
17.43%
9.64%
Alpha – 3 Years
2.40%
1.41%
Information Ratio – 3 Years
0.31
0.20
Volatility – 1 Year
19.08%
24.59%
Volatility – 3 Years
17.65%
18.73%
Beta – 1 Year
1.04
1.16
Beta – 3 Years
1.05
1.03
Sharpe Ratio – 1 Year
0.87
0.44
Sharpe Ratio – 3 Years
0.56
0.52
Worst Rolling Year
-0.27%
8.91%
Value at Worst Rolling Year
₹1.00 Cr
₹1.09 Cr
Deepest Drawdown
−20.94%
−18.32%
Recovery Period
153 days
549 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
13.01%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 16% · M 12% · S 39%
Number of Stocks
29
—
Portfolio P/E
31.76
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables 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%