
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-1.87% | 0.93 | 19.18% | 65.57% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Ambit Investment Advisors Good and Clean | -3.74% | 2.15% | -1.47% | -10.01% | 16.06% | 13.85% | 19.52% | 13.28% | 12.58% |
BSE 500 TRI | -2.71% | 4.44% | 6.69% | -2.08% | 16.64% | 16.90% | 21.67% | 13.75% | 13.22% |
QRC Report Card *
Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
---|---|---|---|---|---|---|---|---|---|
Ambit Investment Advisors Good and Clean | Mid & Small Cap | Trilok Agarwal | 12 March 2015 | 10Y 5M | - | BSE 500 TRI | 12.58% | - | 5 |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
---|---|---|---|---|---|---|---|---|---|---|
Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
Nifty 50 | 2.03% | -5.15% | 65.57% | -3.12% | 1.18 | 19.18% | 0.05 | 3.03% | 0.29 | 51.64 % |
Nifty 500 | 1.70% | -2.09% | -0.39% | 1.13 | 1.96% | 0.22 | 55.74 % | |||
Nifty Midcap 100 | -4.78% | 2.91% | -1.87% | 0.93 | -1.16% | -0.12 | 48.36 % | |||
Nifty Smallcap 100 | -1.35% | 9.19% | 7.84% | 0.74 | 2.80% | 0.20 | 47.54 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|
Sector Allocation
Holding | % |
---|---|
Financials | 22.00 |
Consumer Discretionary | 20.00 |
Specialty Chemicals | 11.00 |
Automobile | 11.00 |
Pharmaceuticals | 10.00 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 27.00 |
Mid Cap | 51.00 |
Small Cap | 19.00 |
Cash | 3.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 July 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Apr 25.