Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
12.03%
7.38%
1 Year
22.15%
6.08%
3 Years
14.49%
8.22%
5 Years
12.37%
7.99%
Since Inception
12.90%
12.63%
Fund Age
11 yrs 5 mo
9 yrs 9 mo
AUM
₹441.87 Cr
₹145.75 Cr
Alpha – 1 Year
17.43%
1.36%
Alpha – 3 Years
2.40%
−3.87%
Information Ratio – 3 Years
0.31
-0.60
Volatility – 1 Year
19.08%
20.08%
Volatility – 3 Years
17.65%
16.27%
Beta – 1 Year
1.04
1.12
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.87
0.13
Sharpe Ratio – 3 Years
0.56
0.24
Worst Rolling Year
-0.27%
-1.76%
Value at Worst Rolling Year
₹1.00 Cr
₹0.98 Cr
Deepest Drawdown
−20.94%
−19.25%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
98.75%
Median Rolling Year
14.69%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 62% · M 20% · S 7%
Number of Stocks
29
25
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%