Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Turtle Wealth -Wealth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
4.93%
6 Months
12.03%
2.72%
1 Year
22.15%
22.88%
3 Years
14.49%
20.47%
5 Years
12.37%
15.12%
Since Inception
12.90%
17.02%
Fund Age
11 yrs 5 mo
6 yrs 11 mo
AUM
₹441.87 Cr
₹261.05 Cr
Alpha – 1 Year
17.43%
18.16%
Alpha – 3 Years
2.40%
8.38%
Information Ratio – 3 Years
0.31
0.98
Volatility – 1 Year
19.08%
17.62%
Volatility – 3 Years
17.65%
15.64%
Beta – 1 Year
1.04
0.83
Beta – 3 Years
1.05
0.87
Sharpe Ratio – 1 Year
0.87
0.97
Sharpe Ratio – 3 Years
0.56
0.94
Worst Rolling Year
-0.27%
7.22%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−20.94%
−19.96%
Recovery Period
153 days
189 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 28% · M 19% · S 43%
Number of Stocks
29
18
Portfolio P/E
31.76
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%