Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Wallfort-Avenue Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
3.79%
6 Months
12.03%
18.76%
1 Year
22.15%
31.67%
3 Years
14.49%
24.57%
5 Years
12.37%
—
Since Inception
12.90%
26.31%
Fund Age
11 yrs 5 mo
2 yrs 4 mo
AUM
₹441.87 Cr
₹160.31 Cr
Alpha – 1 Year
17.43%
26.95%
Alpha – 3 Years
2.40%
12.48%
Information Ratio – 3 Years
0.31
—
Volatility – 1 Year
19.08%
17.93%
Volatility – 3 Years
17.65%
20.59%
Beta – 1 Year
1.04
0.80
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.87
1.34
Sharpe Ratio – 3 Years
0.56
1.78
Worst Rolling Year
-0.27%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−20.94%
−12.22%
Recovery Period
153 days
69 days
1-Year Rolling Windows Positive
99.03%
—
Median Rolling Year
14.69%
—
5-Year Rolling Windows Positive
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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
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
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%