Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
5.72%
6 Months
12.03%
23.48%
1 Year
22.15%
38.68%
3 Years
14.49%
26.01%
5 Years
12.37%
16.58%
Since Inception
12.90%
18.98%
Fund Age
11 yrs 5 mo
16 yrs 6 mo
AUM
₹441.87 Cr
₹1,885.18 Cr
Alpha – 1 Year
17.43%
33.96%
Alpha – 3 Years
2.40%
13.92%
Information Ratio – 3 Years
0.31
1.27
Volatility – 1 Year
19.08%
28.06%
Volatility – 3 Years
17.65%
20.41%
Beta – 1 Year
1.04
1.39
Beta – 3 Years
1.05
1.06
Sharpe Ratio – 1 Year
0.87
1.12
Sharpe Ratio – 3 Years
0.56
1.06
Worst Rolling Year
-0.27%
-4.06%
Value at Worst Rolling Year
₹1.00 Cr
₹0.96 Cr
Deepest Drawdown
−20.94%
−18.24%
Recovery Period
153 days
60 days
1-Year Rolling Windows Positive
99.03%
98.28%
Median Rolling Year
14.69%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 41% · M 34% · S 25%
L 40% · M 32% · S 24%
Number of Stocks
29
28
Portfolio P/E
31.76
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%