Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs ValPro Balanced B
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
ValPro Balanced B
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%
0.41%
6 Months
12.03%
10.49%
1 Year
22.15%
18.36%
3 Years
14.49%
16.81%
5 Years
12.37%
4.40%
Since Inception
12.90%
5.10%
Fund Age
11 yrs 5 mo
5 yrs 1 mo
AUM
₹441.87 Cr
₹8.98 Cr
Alpha – 1 Year
17.43%
19.78%
Alpha – 3 Years
2.40%
9.07%
Information Ratio – 3 Years
0.31
0.98
Volatility – 1 Year
19.08%
22.04%
Volatility – 3 Years
17.65%
16.11%
Beta – 1 Year
1.04
1.21
Beta – 3 Years
1.05
1.01
Sharpe Ratio – 1 Year
0.87
0.60
Sharpe Ratio – 3 Years
0.56
0.72
Worst Rolling Year
-0.27%
-1.98%
Value at Worst Rolling Year
₹1.00 Cr
₹0.98 Cr
Deepest Drawdown
−20.94%
−17.34%
Recovery Period
153 days
219 days
1-Year Rolling Windows Positive
99.03%
94.64%
Median Rolling Year
14.69%
8.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 65% · M 7% · S 9%
Number of Stocks
29
39
Portfolio P/E
31.76
31.19
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%
Interglobe Aviation Ltd · 8.47%
Motilal Oswal NASDAQ-100 ETF · 7.68%
State Bank of India · 6.64%
Nestle India Ltd · 5.98%
Shriram Finance Ltd · 5.97%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 27.14%
Others · 11.48%
Services · 9.52%
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%