Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Samvitti-PMS Long Term Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
7.49%
6 Months
12.03%
27.88%
1 Year
22.15%
29.03%
3 Years
14.49%
18.18%
5 Years
12.37%
15.45%
Since Inception
12.90%
16.74%
Fund Age
11 yrs 5 mo
10 yrs 9 mo
AUM
₹441.87 Cr
₹245.99 Cr
Alpha – 1 Year
17.43%
24.31%
Alpha – 3 Years
2.40%
6.09%
Information Ratio – 3 Years
0.31
0.49
Volatility – 1 Year
19.08%
21.97%
Volatility – 3 Years
17.65%
17.89%
Beta – 1 Year
1.04
1.05
Beta – 3 Years
1.05
0.93
Sharpe Ratio – 1 Year
0.87
1.03
Sharpe Ratio – 3 Years
0.56
0.70
Worst Rolling Year
-0.27%
1.53%
Value at Worst Rolling Year
₹1.00 Cr
₹1.02 Cr
Deepest Drawdown
−20.94%
−20.27%
Recovery Period
153 days
205 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 36% · M 27% · S 36%
Number of Stocks
29
44
Portfolio P/E
31.76
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%