Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
SBI MF - ESG Portfolio
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%
2.26%
6 Months
12.03%
18.40%
1 Year
22.15%
9.21%
3 Years
14.49%
13.13%
5 Years
12.37%
13.39%
Since Inception
12.90%
14.83%
Fund Age
11 yrs 5 mo
10 yrs
AUM
₹441.87 Cr
₹666.2 Cr
Alpha – 1 Year
17.43%
9.64%
Alpha – 3 Years
2.40%
4.56%
Information Ratio – 3 Years
0.31
0.38
Volatility – 1 Year
19.08%
18.95%
Volatility – 3 Years
17.65%
16.01%
Beta – 1 Year
1.04
0.98
Beta – 3 Years
1.05
0.90
Sharpe Ratio – 1 Year
0.87
0.27
Sharpe Ratio – 3 Years
0.56
0.52
Worst Rolling Year
-0.27%
-3.31%
Value at Worst Rolling Year
₹1.00 Cr
₹0.97 Cr
Deepest Drawdown
−20.94%
−20.80%
Recovery Period
153 days
109 days
1-Year Rolling Windows Positive
99.03%
96.71%
Median Rolling Year
14.69%
17.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 13% · M 17% · S 66%
Number of Stocks
29
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%