Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Sameeksha - Equity Fund
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%
−0.38%
6 Months
12.03%
11.48%
1 Year
22.15%
7.29%
3 Years
14.49%
16.29%
5 Years
12.37%
16.45%
Since Inception
12.90%
20.67%
Fund Age
11 yrs 5 mo
10 yrs 4 mo
AUM
₹441.87 Cr
₹1,333.94 Cr
Alpha – 1 Year
17.43%
2.57%
Alpha – 3 Years
2.40%
4.20%
Information Ratio – 3 Years
0.31
0.52
Volatility – 1 Year
19.08%
21.33%
Volatility – 3 Years
17.65%
16.22%
Beta – 1 Year
1.04
1.18
Beta – 3 Years
1.05
0.93
Sharpe Ratio – 1 Year
0.87
0.18
Sharpe Ratio – 3 Years
0.56
0.69
Worst Rolling Year
-0.27%
-0.52%
Value at Worst Rolling Year
₹1.00 Cr
₹0.99 Cr
Deepest Drawdown
−20.94%
−19.36%
Recovery Period
153 days
122 days
1-Year Rolling Windows Positive
99.03%
98.89%
Median Rolling Year
14.69%
25.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
—
Number of Stocks
29
50
Portfolio P/E
31.76
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 0% / 0%