Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
1.47%
6 Months
12.03%
5.42%
1 Year
22.15%
9.64%
3 Years
14.49%
10.36%
5 Years
12.37%
7.75%
Since Inception
12.90%
11.08%
Fund Age
11 yrs 5 mo
9 yrs 11 mo
AUM
₹441.87 Cr
₹66.05 Cr
Alpha – 1 Year
17.43%
9.99%
Alpha – 3 Years
2.40%
1.36%
Information Ratio – 3 Years
0.31
0.51
Volatility – 1 Year
19.08%
17.05%
Volatility – 3 Years
17.65%
14.23%
Beta – 1 Year
1.04
1.05
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.87
0.31
Sharpe Ratio – 3 Years
0.56
0.40
Worst Rolling Year
-0.27%
0.57%
Value at Worst Rolling Year
₹1.00 Cr
₹1.01 Cr
Deepest Drawdown
−20.94%
−17.08%
Recovery Period
153 days
233 days
1-Year Rolling Windows Positive
99.03%
99.96%
Median Rolling Year
14.69%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 84% · M 12%
Number of Stocks
29
23
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—