Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Unifi APJ 20*
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%
3.07%
6 Months
12.03%
13.63%
1 Year
22.15%
10.76%
3 Years
14.49%
13.00%
5 Years
12.37%
13.13%
Since Inception
12.90%
20.07%
Fund Age
11 yrs 5 mo
10 yrs 11 mo
AUM
₹441.87 Cr
₹942.94 Cr
Alpha – 1 Year
17.43%
6.04%
Alpha – 3 Years
2.40%
0.91%
Information Ratio – 3 Years
0.31
0.27
Volatility – 1 Year
19.08%
18.61%
Volatility – 3 Years
17.65%
17.55%
Beta – 1 Year
1.04
1.02
Beta – 3 Years
1.05
1.01
Sharpe Ratio – 1 Year
0.87
0.35
Sharpe Ratio – 3 Years
0.56
0.49
Worst Rolling Year
-0.27%
-10.32%
Value at Worst Rolling Year
₹1.00 Cr
₹0.90 Cr
Deepest Drawdown
−20.94%
−17.59%
Recovery Period
153 days
518 days
1-Year Rolling Windows Positive
99.03%
95.82%
Median Rolling Year
14.69%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 15% · M 3% · S 82%
Number of Stocks
29
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Portfolio P/E
31.76
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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