Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
SageOne - Smallcap Portfolio
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%
0.91%
6 Months
12.03%
22.17%
1 Year
22.15%
13.49%
3 Years
14.49%
12.21%
5 Years
12.37%
11.23%
Since Inception
12.90%
22.14%
Fund Age
11 yrs 5 mo
7 yrs 4 mo
AUM
₹441.87 Cr
₹1,280.4 Cr
Alpha – 1 Year
17.43%
8.77%
Alpha – 3 Years
2.40%
0.12%
Information Ratio – 3 Years
0.31
0.01
Volatility – 1 Year
19.08%
24.60%
Volatility – 3 Years
17.65%
22.41%
Beta – 1 Year
1.04
1.20
Beta – 3 Years
1.05
1.15
Sharpe Ratio – 1 Year
0.87
0.41
Sharpe Ratio – 3 Years
0.56
0.39
Worst Rolling Year
-0.27%
4.49%
Value at Worst Rolling Year
₹1.00 Cr
₹1.04 Cr
Deepest Drawdown
−20.94%
−26.42%
Recovery Period
153 days
479 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
19.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
S 100%
Number of Stocks
29
18
Portfolio P/E
31.76
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%