Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
QED Capital - Alphabets
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%
4.25%
6 Months
12.03%
7.44%
1 Year
22.15%
14.27%
3 Years
14.49%
13.32%
5 Years
12.37%
10.94%
Since Inception
12.90%
15.43%
Fund Age
11 yrs 5 mo
5 yrs 4 mo
AUM
₹441.87 Cr
₹21.45 Cr
Alpha – 1 Year
17.43%
9.55%
Alpha – 3 Years
2.40%
1.23%
Information Ratio – 3 Years
0.31
0.37
Volatility – 1 Year
19.08%
12.68%
Volatility – 3 Years
17.65%
17.36%
Beta – 1 Year
1.04
0.58
Beta – 3 Years
1.05
0.73
Sharpe Ratio – 1 Year
0.87
0.70
Sharpe Ratio – 3 Years
0.56
0.70
Worst Rolling Year
-0.27%
12.64%
Value at Worst Rolling Year
₹1.00 Cr
₹1.13 Cr
Deepest Drawdown
−20.94%
−26.06%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
17.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 7% · M 28% · S 62%
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%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%