Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
SRE - Shield
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%
−0.37%
6 Months
12.03%
3.64%
1 Year
22.15%
6.24%
3 Years
14.49%
9.36%
5 Years
12.37%
8.05%
Since Inception
12.90%
9.66%
Fund Age
11 yrs 5 mo
8 yrs 3 mo
AUM
₹441.87 Cr
₹32.8 Cr
Alpha – 1 Year
17.43%
6.59%
Alpha – 3 Years
2.40%
0.36%
Information Ratio – 3 Years
0.31
0.14
Volatility – 1 Year
19.08%
18.27%
Volatility – 3 Years
17.65%
15.46%
Beta – 1 Year
1.04
1.08
Beta – 3 Years
1.05
1.07
Sharpe Ratio – 1 Year
0.87
0.15
Sharpe Ratio – 3 Years
0.56
0.34
Worst Rolling Year
-0.27%
6.25%
Value at Worst Rolling Year
₹1.00 Cr
₹1.06 Cr
Deepest Drawdown
−20.94%
−22.11%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
12.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 58% · M 28% · S 8%
Number of Stocks
29
33
Portfolio P/E
31.76
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%