Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
12.03%
1.92%
1 Year
22.15%
0.43%
3 Years
14.49%
—
5 Years
12.37%
—
Since Inception
12.90%
6.17%
Fund Age
11 yrs 5 mo
2 yrs 2 mo
AUM
₹441.87 Cr
₹22.98 Cr
Alpha – 1 Year
17.43%
−2.55%
Alpha – 3 Years
2.40%
—
Information Ratio – 3 Years
0.31
—
Volatility – 1 Year
19.08%
16.90%
Volatility – 3 Years
17.65%
—
Beta – 1 Year
1.04
0.96
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.87
-0.22
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
-0.27%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−20.94%
−16.17%
Recovery Period
153 days
Not yet recovered
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%
L 61% · M 14% · S 21%
Number of Stocks
29
41
Portfolio P/E
31.76
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%