Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
−0.04%
6 Months
12.03%
0.28%
1 Year
22.15%
2.14%
3 Years
14.49%
10.02%
5 Years
12.37%
13.15%
Since Inception
12.90%
11.46%
Fund Age
11 yrs 5 mo
8 yrs 7 mo
AUM
₹441.87 Cr
₹585.94 Cr
Alpha – 1 Year
17.43%
2.49%
Alpha – 3 Years
2.40%
1.02%
Information Ratio – 3 Years
0.31
0.18
Volatility – 1 Year
19.08%
16.38%
Volatility – 3 Years
17.65%
14.42%
Beta – 1 Year
1.04
1.00
Beta – 3 Years
1.05
0.96
Sharpe Ratio – 1 Year
0.87
-0.13
Sharpe Ratio – 3 Years
0.56
0.38
Worst Rolling Year
-0.27%
3.37%
Value at Worst Rolling Year
₹1.00 Cr
₹1.03 Cr
Deepest Drawdown
−20.94%
−17.04%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 65% · M 26% · S 8%
Number of Stocks
29
31
Portfolio P/E
31.76
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 0%