Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Spark - Core & Satellite
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Spark - Core & Satellite
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%
−0.58%
6 Months
12.03%
−7.12%
1 Year
22.15%
0.89%
3 Years
14.49%
8.72%
5 Years
12.37%
12.45%
Since Inception
12.90%
16.65%
Fund Age
11 yrs 5 mo
7 yrs 4 mo
AUM
₹441.87 Cr
₹288.53 Cr
Alpha – 1 Year
17.43%
1.24%
Alpha – 3 Years
2.40%
−0.28%
Information Ratio – 3 Years
0.31
0.00
Volatility – 1 Year
19.08%
16.11%
Volatility – 3 Years
17.65%
15.05%
Beta – 1 Year
1.04
0.96
Beta – 3 Years
1.05
0.98
Sharpe Ratio – 1 Year
0.87
-0.20
Sharpe Ratio – 3 Years
0.56
0.28
Worst Rolling Year
-0.27%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−20.94%
—
Recovery Period
153 days
—
1-Year Rolling Windows Positive
99.03%
—
Median Rolling Year
14.69%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
—
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%
NTPC Ltd · 5.00%
State Bank of India · 4.50%
SBI Life Insurance Company Ltd · 4.50%
Kotak Mahindra Bank Ltd · 4.00%
EID Parry (India) Ltd · 4.00%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%