Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
12.03%
11.30%
1 Year
22.15%
5.88%
3 Years
14.49%
—
5 Years
12.37%
—
Since Inception
12.90%
10.85%
Fund Age
11 yrs 5 mo
2 yrs 5 mo
AUM
₹441.87 Cr
₹45.96 Cr
Alpha – 1 Year
17.43%
−0.98%
Alpha – 3 Years
2.40%
—
Information Ratio – 3 Years
0.31
—
Volatility – 1 Year
19.08%
21.88%
Volatility – 3 Years
17.65%
—
Beta – 1 Year
1.04
2.00
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.87
0.12
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
-0.27%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−20.94%
−19.87%
Recovery Period
153 days
Not yet recovered
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 12% · M 4% · S 66%
Number of Stocks
29
39
Portfolio P/E
31.76
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1.5% / 1%