Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
12.03%
6.39%
1 Year
22.15%
0.37%
3 Years
14.49%
11.18%
5 Years
12.37%
—
Since Inception
12.90%
4.21%
Fund Age
11 yrs 5 mo
4 yrs 6 mo
AUM
₹441.87 Cr
₹59.82 Cr
Alpha – 1 Year
17.43%
−2.61%
Alpha – 3 Years
2.40%
−0.71%
Information Ratio – 3 Years
0.31
0.13
Volatility – 1 Year
19.08%
22.91%
Volatility – 3 Years
17.65%
17.96%
Beta – 1 Year
1.04
1.09
Beta – 3 Years
1.05
1.01
Sharpe Ratio – 1 Year
0.87
-0.11
Sharpe Ratio – 3 Years
0.56
0.38
Worst Rolling Year
-0.27%
3.87%
Value at Worst Rolling Year
₹1.00 Cr
₹1.04 Cr
Deepest Drawdown
−20.94%
−25.26%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
L 40% · M 26% · S 33%
Number of Stocks
29
35
Portfolio P/E
31.76
45.30
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%
ICICI Bank Ltd · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%