
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 | 14.30% | 18.10% | -12.00% | 5.00% | 4.10% | 11.60% | 21.40% | - | 13.00% |
BSE 500 TRI | 3.50% | 14.60% | 0.60% | 8.50% | 20.90% | 18.20% | 25.10% | - | 14.40% |
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 | 238.04 | BSE 500 TRI | 13.00% | 21 | 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 | -1.45% | -18.54% | 58.89% | -19.99% | 1.05 | 23.15% | -0.69 | -1.28% | -0.08 | 52.22 % |
Nifty 500 | 0.18% | -17.44% | -17.26% | 1.06 | -1.45% | -0.11 | 48.89 % | |||
Nifty Midcap 100 | -3.43% | -15.31% | -18.74% | 0.92 | -3.32% | -0.29 | 47.78 % | |||
Nifty Smallcap 100 | 2.62% | -11.65% | -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 | 0 |
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 31 May 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.