Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
True-Equity Factor Quant
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%
1.09%
6 Months
12.03%
3.47%
1 Year
22.15%
−3.80%
3 Years
14.49%
11.26%
5 Years
12.37%
—
Since Inception
12.90%
13.40%
Fund Age
11 yrs 5 mo
3 yrs 11 mo
AUM
₹441.87 Cr
₹143.29 Cr
Alpha – 1 Year
17.43%
−6.78%
Alpha – 3 Years
2.40%
−0.63%
Information Ratio – 3 Years
0.31
-0.10
Volatility – 1 Year
19.08%
15.14%
Volatility – 3 Years
17.65%
16.91%
Beta – 1 Year
1.04
0.83
Beta – 3 Years
1.05
0.99
Sharpe Ratio – 1 Year
0.87
-0.54
Sharpe Ratio – 3 Years
0.56
0.40
Worst Rolling Year
-0.27%
11.18%
Value at Worst Rolling Year
₹1.00 Cr
₹1.11 Cr
Deepest Drawdown
−20.94%
−27.14%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
17.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
—
Number of Stocks
29
50
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
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%