Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs ValPro Alpha A
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
ValPro Alpha A
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%
0.73%
6 Months
12.03%
20.81%
1 Year
22.15%
18.30%
3 Years
14.49%
17.96%
5 Years
12.37%
12.95%
Since Inception
12.90%
15.75%
Fund Age
11 yrs 5 mo
5 yrs 4 mo
AUM
₹441.87 Cr
₹193.44 Cr
Alpha – 1 Year
17.43%
19.72%
Alpha – 3 Years
2.40%
10.22%
Information Ratio – 3 Years
0.31
1.02
Volatility – 1 Year
19.08%
26.31%
Volatility – 3 Years
17.65%
19.93%
Beta – 1 Year
1.04
1.42
Beta – 3 Years
1.05
1.19
Sharpe Ratio – 1 Year
0.87
0.55
Sharpe Ratio – 3 Years
0.56
0.67
Worst Rolling Year
-0.27%
8.87%
Value at Worst Rolling Year
₹1.00 Cr
₹1.09 Cr
Deepest Drawdown
−20.94%
−19.69%
Recovery Period
153 days
37 days
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
16.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 31% · M 8% · S 35%
Number of Stocks
29
112
Portfolio P/E
31.76
35.74
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%
Sacheerome Ltd · 5.27%
Max India Ltd · 4.89%
Namo eWaste Management Ltd · 4.77%
Sunlite Recycling Industries Ltd · 3.22%
Adani Power Ltd · 3.01%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Capital Goods · 21.18%
Healthcare · 13.36%
Financial Services · 10.98%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%