Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
12.03%
13.10%
1 Year
22.15%
18.11%
3 Years
14.49%
14.56%
5 Years
12.37%
8.71%
Since Inception
12.90%
13.67%
Fund Age
11 yrs 5 mo
11 yrs 2 mo
AUM
₹441.87 Cr
₹138.06 Cr
Alpha – 1 Year
17.43%
18.46%
Alpha – 3 Years
2.40%
5.57%
Information Ratio – 3 Years
0.31
0.62
Volatility – 1 Year
19.08%
22.83%
Volatility – 3 Years
17.65%
16.72%
Beta – 1 Year
1.04
1.29
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.87
0.61
Sharpe Ratio – 3 Years
0.56
0.55
Worst Rolling Year
-0.27%
-8.44%
Value at Worst Rolling Year
₹1.00 Cr
₹0.92 Cr
Deepest Drawdown
−20.94%
−17.10%
Recovery Period
153 days
115 days
1-Year Rolling Windows Positive
99.03%
92.53%
Median Rolling Year
14.69%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 38% · M 14% · S 45%
Number of Stocks
29
18
Portfolio P/E
31.76
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%