PMS · Equity · Mid Cap
Ambit Investment Advisors - Good & Clean
Fund size₹442 Cr
Alpha (3Y)2.10%
3Y return14.49%
Fund age11 yrs 5 mo
Fund Manager
Growth of₹Cr
Ambit Investment Advisors Good & Clean
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Ambit Investment Advisors Good & Clean12.21%22.15%1.87%14.49%12.37%12.90%
Nifty 500−1.02%4.72%−0.11%12.09%10.90%12.17%
Excess over benchmark13.23%17.43%1.98%2.40%1.47%0.73%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
17.65%
Benchmark approx 14.85%
A standard deviation reflecting historical swings.
Sensitivity
1.05
Beta vs benchmark 1.00 · 5% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.56
Sharpe
Excess return gained per unit of volatility.
Capture ratio
104 / 89
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −20.94% from its 30 Oct 2024 peak to a 31 Mar 2026 trough, and recovered on 31 Aug 2026 after 153 days.
Max drawdowns
−20.94%
Recovery period
153 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme30 Oct 202431 Mar 2026−20.94%517 days31 Aug 2026153 days
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak30 Oct 2024
Trough31 Mar 2026
Depth−20.94%
Fell over517 days
Recovered31 Aug 2026
Recovery took153 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
29
P/E ratio
31.76
P/B ratio
4.59
Dividend yield
0.32%
Avg market cap
₹1.43 L Cr
Median market cap
₹86,270 Cr
Asset class
Equity
Market cap
Large cap41.00%
Mid cap34.00%
Small cap25.00%
Cash & others0.00%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
HybridPlan B · Simple
Fixed Management Fee20.00% / yr
Performance FeeNone
Hurdle RateAbove 10%
PerformancePlan C · Performance Linked
Fixed Management FeeNone
Performance Fee15% of profit
Hurdle RateNot applicable
Exit load 1.00% within 1 year, nil after 2 years. Lock-in: Nil.
Let's start a
conversation
  • Compare this PMS against 3,000+ others with our research desk
  • Build a long-term portfolio around your goals, not a one-off buy
  • Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.
Start a conversation
Share a few details and an expert will reach out.
We will only use these details to contact you about this enquiry. No spam.