Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Unifi Blended - Rangoli
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%
3.17%
6 Months
12.03%
10.91%
1 Year
22.15%
10.45%
3 Years
14.49%
10.60%
5 Years
12.37%
10.74%
Since Inception
12.90%
18.07%
Fund Age
11 yrs 5 mo
9 yrs 2 mo
AUM
₹441.87 Cr
₹11,464.61 Cr
Alpha – 1 Year
17.43%
5.73%
Alpha – 3 Years
2.40%
−1.49%
Information Ratio – 3 Years
0.31
-0.11
Volatility – 1 Year
19.08%
18.78%
Volatility – 3 Years
17.65%
16.83%
Beta – 1 Year
1.04
1.04
Beta – 3 Years
1.05
1.02
Sharpe Ratio – 1 Year
0.87
0.34
Sharpe Ratio – 3 Years
0.56
0.37
Worst Rolling Year
-0.27%
4.89%
Value at Worst Rolling Year
₹1.00 Cr
₹1.05 Cr
Deepest Drawdown
−20.94%
−19.94%
Recovery Period
153 days
153 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 24% · M 11% · S 66%
Number of Stocks
29
—
Portfolio P/E
31.76
21.80
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
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility 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%