| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -11.30% | 0.86 | 15.18% | 65.08% |
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 Pvt Ltd Ambit Good and Clean Midcap Portfolio | 2.40% | 7.00% | 4.30% | -5.00% | 11.00% | 14.60% | 15.30% | 13.70% | 12.60% |
| S&P BSE 500 TRI | 1.00% | 6.60% | 5.60% | 6.30% | 16.20% | 15.30% | 18.60% | 14.90% | 13.30% |
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 Pvt Ltd Ambit Good and Clean Midcap Portfolio | Mid Cap | Mr. Trilok Agarwal | 12 March 2015 | 10Y 9M | - | S&P BSE 500 TRI | 12.60% | - | 10 |
| 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 | 0.74% | -13.64% | 65.08% | -12.90% | 0.89 | 15.18% | -1.29 | 2.66% | 0.25 | 50.79 % |
| Nifty 500 | 0.34% | -11.64% | -11.30% | 0.86 | 1.38% | 0.15 | 55.56 % | |||
| Nifty Midcap 100 | -5.37% | -6.2% | -11.57% | 0.70 | -1.88% | -0.19 | 47.62 % | |||
| Nifty Smallcap 100 | -1.28% | -6.53% | -7.81% | 0.54 | 1.68% | 0.12 | 46.83 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| AU Small Finance Bank Ltd | 6.00 |
| Cholamandalam Investment And Finance Company Ltd | 5.00 |
| Aegis Logistics Ltd. | 5.00 |
| Tvs Motor Company Ltd | 5.00 |
| Lupin Ltd | 5.00 |
Sector Allocation
| Holding | % |
|---|---|
| Financials | 22.00 |
| Consumer Discretionary | 20.00 |
| Specialty Chemicals | 11.00 |
| Automobile | 11.00 |
| Pharmaceuticals | 10.00 |
| Financials | 38.50 |
| Automobile | 14.50 |
| Information Technology | 8.50 |
| Pharmaceuticals | 6.00 |
| Consumer Discretionary | 5.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 38.00 |
| Mid Cap | 35.00 |
| Small Cap | 23.00 |
| Cash | 4.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Disclaimer
#Returns as of 30 Nov 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 Aug 25.

