Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
3.93%
6 Months
12.03%
25.32%
1 Year
22.15%
18.21%
3 Years
14.49%
32.70%
5 Years
12.37%
23.63%
Since Inception
12.90%
28.38%
Fund Age
11 yrs 5 mo
7 yrs 10 mo
AUM
₹441.87 Cr
₹8,686.39 Cr
Alpha – 1 Year
17.43%
13.49%
Alpha – 3 Years
2.40%
20.61%
Information Ratio – 3 Years
0.31
1.92
Volatility – 1 Year
19.08%
22.97%
Volatility – 3 Years
17.65%
19.40%
Beta – 1 Year
1.04
1.12
Beta – 3 Years
1.05
0.98
Sharpe Ratio – 1 Year
0.87
0.61
Sharpe Ratio – 3 Years
0.56
1.30
Worst Rolling Year
-0.27%
17.00%
Value at Worst Rolling Year
₹1.00 Cr
₹1.17 Cr
Deepest Drawdown
−20.94%
−22.23%
Recovery Period
153 days
227 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 37% · M 30% · S 25%
Number of Stocks
29
43
Portfolio P/E
31.76
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%