Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Systamatix - Dynamic Investment
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%
7.60%
6 Months
12.03%
26.61%
1 Year
22.15%
33.69%
3 Years
14.49%
25.74%
5 Years
12.37%
21.83%
Since Inception
12.90%
—
Fund Age
11 yrs 5 mo
8 yrs 4 mo
AUM
₹441.87 Cr
₹158.52 Cr
Alpha – 1 Year
17.43%
29.93%
Alpha – 3 Years
2.40%
14.85%
Information Ratio – 3 Years
0.31
1.52
Volatility – 1 Year
19.08%
19.82%
Volatility – 3 Years
17.65%
19.44%
Beta – 1 Year
1.04
1.03
Beta – 3 Years
1.05
1.06
Sharpe Ratio – 1 Year
0.87
1.29
Sharpe Ratio – 3 Years
0.56
1.16
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%
L 31% · M 28% · S 38%
Number of Stocks
29
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%