Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
12.03%
15.63%
1 Year
22.15%
20.01%
3 Years
14.49%
17.10%
5 Years
12.37%
15.64%
Since Inception
12.90%
13.05%
Fund Age
11 yrs 5 mo
8 yrs 11 mo
AUM
₹441.87 Cr
₹46.46 Cr
Alpha – 1 Year
17.43%
15.29%
Alpha – 3 Years
2.40%
5.01%
Information Ratio – 3 Years
0.31
0.88
Volatility – 1 Year
19.08%
20.61%
Volatility – 3 Years
17.65%
19.98%
Beta – 1 Year
1.04
0.94
Beta – 3 Years
1.05
1.02
Sharpe Ratio – 1 Year
0.87
0.73
Sharpe Ratio – 3 Years
0.56
0.85
Worst Rolling Year
-0.27%
-3.76%
Value at Worst Rolling Year
₹1.00 Cr
₹0.96 Cr
Deepest Drawdown
−20.94%
−27.72%
Recovery Period
153 days
476 days
1-Year Rolling Windows Positive
99.03%
93.14%
Median Rolling Year
14.69%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 27% · M 34% · S 33%
Number of Stocks
29
25
Portfolio P/E
31.76
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%