Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
12.03%
19.55%
1 Year
22.15%
11.69%
3 Years
14.49%
15.46%
5 Years
12.37%
—
Since Inception
12.90%
23.05%
Fund Age
11 yrs 5 mo
3 yrs 4 mo
AUM
₹441.87 Cr
₹95.08 Cr
Alpha – 1 Year
17.43%
8.71%
Alpha – 3 Years
2.40%
3.58%
Information Ratio – 3 Years
0.31
0.52
Volatility – 1 Year
19.08%
27.25%
Volatility – 3 Years
17.65%
23.29%
Beta – 1 Year
1.04
1.44
Beta – 3 Years
1.05
1.22
Sharpe Ratio – 1 Year
0.87
0.33
Sharpe Ratio – 3 Years
0.56
0.66
Worst Rolling Year
-0.27%
15.47%
Value at Worst Rolling Year
₹1.00 Cr
₹1.15 Cr
Deepest Drawdown
−20.94%
−32.01%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
17.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%