Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Unifi BCAD
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%
2.20%
6 Months
12.03%
6.88%
1 Year
22.15%
5.29%
3 Years
14.49%
8.34%
5 Years
12.37%
9.52%
Since Inception
12.90%
13.35%
Fund Age
11 yrs 5 mo
8 yrs 3 mo
AUM
₹441.87 Cr
₹237.35 Cr
Alpha – 1 Year
17.43%
0.57%
Alpha – 3 Years
2.40%
−3.75%
Information Ratio – 3 Years
0.31
-0.44
Volatility – 1 Year
19.08%
19.09%
Volatility – 3 Years
17.65%
16.74%
Beta – 1 Year
1.04
1.07
Beta – 3 Years
1.05
1.01
Sharpe Ratio – 1 Year
0.87
0.09
Sharpe Ratio – 3 Years
0.56
0.25
Worst Rolling Year
-0.27%
7.37%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−20.94%
−20.73%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
19.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
—
Number of Stocks
29
—
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%
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
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%
0% / 0% / 0%