Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-14.51% | 0.37 | 10.78% | 65.09% |
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 | 1.70% | 5.09% | 12.19% | 35.59% | 16.39% | 15.10% | 17.69% | - | 14.57% |
BSE 500 TRI | 1.66% | 11.93% | 18.86% | 39.47% | 19.81% | 19.47% | 19.00% | 13.53% |
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 | 9Y 0M | 573.17 | BSE 500 TRI | 14.57% | 19 | 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 | 14.79% | -2.76% | 65.09% | 12.03% | 0.21 | 10.78% | 2.63 | 3.73% | 0.34 | 50.00 % |
Nifty 500 | 10.66% | -4.37% | 6.29% | 0.29 | 2.65% | 0.27 | 53.77 % | |||
Nifty Midcap 100 | -5.20% | -9.31% | -14.51% | 0.37 | -0.52% | -0.05 | 47.17 % | |||
Nifty Smallcap 100 | -10.54% | -13.02% | -23.56% | 0.35 | 3.08% | 0.21 | 46.23 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
Trent Ltd | 7.00 |
KAJARIA CERAMICS LTD | 6.00 |
AXIS BANK LTD | 6.00 |
P I INDUSTRIES LTD | 6.00 |
TVS MOTOR COMPANY LTD | 6.00 |
Deepak Nitrite Ltd | 6.00 |
Federal Bank Ltd | 6.00 |
Balkrishna Industries Ltd. | 6.00 |
LAURUS LABS LTD | 5.00 |
AARTI INDUSTRIES LTD | 5.00 |
MphasiS Limited | 5.00 |
PERSISTENT SYSTEMS LTD | 5.00 |
AU SMALL FINANCE BANK Ltd | 5.00 |
SUPREME INDUSTRIES LTD | 5.00 |
PAGE INDUSTRIES LTD | 5.00 |
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD | 5.00 |
KEI Industries Ltd. | 5.00 |
Blue Star Ltd | 5.00 |
Top 18 Equity Holdings | 99.00 |
Sector Allocation
Holding | % |
---|---|
Homebuilding | 11.00 |
Specialty Chemicals | 12.00 |
Pharmaceuticals | 13.00 |
Consumer Discretionary | 17.00 |
Financial Services | 27.00 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 21 |
Mid Cap | 53 |
Small Cap | 19 |
Cash | 7 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book a call with our PMS AIF SpecialistsDisclaimer
#Returns as of 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 23.