Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.14%
10.15%
6 Months
12.03%
31.39%
1 Year
22.15%
26.01%
3 Years
14.49%
19.28%
5 Years
12.37%
23.67%
Since Inception
12.90%
28.23%
Fund Age
11 yrs 5 mo
5 yrs 4 mo
AUM
₹441.87 Cr
₹483.07 Cr
Alpha – 1 Year
17.43%
21.29%
Alpha – 3 Years
2.40%
7.19%
Information Ratio – 3 Years
0.31
0.38
Volatility – 1 Year
19.08%
27.77%
Volatility – 3 Years
17.65%
26.19%
Beta – 1 Year
1.04
1.29
Beta – 3 Years
1.05
1.20
Sharpe Ratio – 1 Year
0.87
0.78
Sharpe Ratio – 3 Years
0.56
0.61
Worst Rolling Year
-0.27%
19.29%
Value at Worst Rolling Year
₹1.00 Cr
₹1.19 Cr
Deepest Drawdown
−20.94%
−32.66%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 12% · M 6% · S 81%
Number of Stocks
29
63
Portfolio P/E
31.76
62.66
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%
—
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%