| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 8.07% | 1.02 | 17.91% | 65.19% |
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 Portfolio | 5.99% | 17.53% | 5.16% | 3.77% | 3.47% | 8.83% | 8.67% | - | 13.58% |
| S&P BSE 500 TRI | 1.73% | 12.10% | -3.53% | -1.96% | 1.52% | 12.53% | 12.20% | - | 17.68% |
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 Portfolio | Mid Cap | Mr. Trilok Agarwal | 12 March 2015 | 11Y 4M | 5.67 | S&P BSE 500 TRI | 13.58% | 27 | 11 |
| 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 | 25.53% | -13.23% | 65.19% | 12.30% | 1.12 | 17.91% | 0.21 | 2.76% | 0.26 | 53.33 % |
| Nifty 500 | 21.34% | -13.27% | 8.07% | 1.02 | 1.20% | 0.14 | 54.07 % | |||
| Nifty Midcap 100 | 13.22% | -13.28% | -0.06% | 0.86 | -2.64% | -0.28 | 46.67 % | |||
| Nifty Smallcap 100 | 19.33% | -13.32% | 6.01% | 0.64 | 1.27% | 0.09 | 45.93 % | |||
| BSE 500 | 21.80% | -13.25% | 8.55% | 1.03 | 1.33% | 0.15 | 53.33 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Financials | 38.00 |
| Consumer Discretionary | 20.00 |
| Specialty Chemicals | 11.00 |
| Automobile | 15.00 |
| Pharmaceuticals | 6.00 |
| Financials | 38.50 |
| Automobile | 14.50 |
| Information Technology | 6.00 |
| Pharmaceuticals | 6.00 |
| Consumer Discretionary | 5.00 |
| Capital Goods | 7.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 36.50 |
| Mid Cap | 33.00 |
| Small Cap | 25.50 |
| Cash | 5.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Disclaimer
#Returns as of 30th Jun 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.


