| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -9.45% | 0.74 | 16.70% | 64.66% |
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 | -12.00% | -11.00% | -4.30% | -3.70% | 3.40% | 13.70% | 9.50% | 12.90% | 11.10% |
| S&P BSE 500 TRI | -11.40% | -13.90% | -9.60% | -3.10% | 1.30% | 12.90% | 11.80% | 13.60% | 11.30% |
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 | 11Y 1M | - | S&P BSE 500 TRI | 11.10% | 27 | 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 | 16.23% | -24.43% | 64.66% | -8.20% | 0.76 | 16.70% | -1.01 | 1.97% | 0.19 | 52.63 % |
| Nifty 500 | 14.98% | -24.43% | -9.45% | 0.74 | 0.86% | 0.10 | 53.38 % | |||
| Nifty Midcap 100 | 7.32% | -24.43% | -17.11% | 0.64 | -2.59% | -0.27 | 47.37 % | |||
| Nifty Smallcap 100 | 16.72% | -24.43% | -7.71% | 0.54 | 1.70% | 0.12 | 45.86 % | |||
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 |
| Financials | 38.50 |
| Automobile | 14.50 |
| Information Technology | 8.50 |
| Pharmaceuticals | 6.00 |
| Consumer Discretionary | 5.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 38.50 |
| Mid Cap | 33.00 |
| Small Cap | 25.50 |
| Cash | 3.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Disclaimer
#Returns as of 31st March 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 Mar 26.

