
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-9.03% | 0.83 | 23.15% | 58.89% |
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 Emerging Giants | 2.91% | 22.92% | -7.79% | -3.08% | 2.45% | 13.80% | 20.35% | - | 13.23% |
BSE 500 TRI | 3.68% | 10.77% | 5.91% | 5.12% | 20.56% | 21.69% | 24.03% | - | 14.58% |
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 Emerging Giants | Small Cap | Trilok Agarwal & Bhargav Buddhade | 01 December 2017 | 7Y 7M | - | BSE 500 TRI | 13.23% | - | 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 | -3.04% | -16.95% | 58.89% | -19.99% | 1.05 | 23.15% | -0.69 | -1.28% | -0.08 | 52.22 % |
Nifty 500 | -1.13% | -16.13% | -17.26% | 1.06 | -1.45% | -0.11 | 48.89 % | |||
Nifty Midcap 100 | -4.54% | -14.2% | -18.74% | 0.92 | -3.32% | -0.29 | 47.78 % | |||
Nifty Smallcap 100 | 1.92% | -10.95% | -9.03% | 0.83 | 2.18% | 0.16 | 53.33 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|
Sector Allocation
Holding | % |
---|---|
Consumer Discretionary | 30.00 |
Industrials | 16.00 |
Chemicals | 15.00 |
Information Technology | 9.00 |
Financials | 8.00 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | |
Mid Cap | 2 |
Small Cap | 97 |
Cash | 1 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 30 June 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.