| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -14.00% | 0.43 | 9.90% | 60.56% |
Ambit Emerging Giants Portfolio
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 | -1.50% | 3.80% | 18.10% | 19.10% | 13.30% | 28.10% | 22.00% | - | 17.10% |
| BSE 500 TRI | -2.86% | -1.42% | 10.89% | 9.63% | 6.74% | 22.01% | 15.35% | - | 12.43% |
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 | Aishvarya Dadheech | 01 December 2017 | 5Y 11M | 408.94 | BSE 500 TRI | 17.10% | 18 | 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 | 18.81% | -10.52% | 60.56% | 8.29% | 0.40 | 9.90% | 1.97 | 5.83% | 0.40 | 53.52 % |
| Nifty 500 | 16.79% | -10.23% | 6.56% | 0.51 | 6.15% | 0.50 | 50.70 % | |||
| Nifty Midcap 100 | 1.16% | -10.17% | -9.01% | 0.64 | 4.69% | 0.49 | 52.11 % | |||
| Nifty Smallcap 100 | -4.24% | -9.76% | -14.00% | 0.43 | 10.92% | 0.86 | 57.75 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| GARWARE TECHNICAL FIBRES LTD | 7.00 |
| SAFARI INDUSTRIES (INDIA) LTD | 7.00 |
| DCB BANK LTD | 6.00 |
| LA OPALA | 6.00 |
| MAS FINANCIAL SERVICES LTD | 6.00 |
| CERA SANITARYWARE LTD | 6.00 |
| SUNDARAM FASTENERS LTD | 6.00 |
| HAWKINS COOKER LTD | 6.00 |
| ORIENT ELECTRIC LTD | 6.00 |
| GMM PFAUDLER LTD | 6.00 |
| HOME FIRST FINANCE | 6.00 |
| CCL PRODUCTS INDIA LTD | 6.00 |
| AMRUTANJAN HEALTH CARE LTD | 5.00 |
| GREENLAM INDUSTRIES LTD | 5.00 |
| Mastek Ltd | 5.00 |
| ULTRAMARINE & PIGMENTS LTD | 5.00 |
| Suprajit Engineering Ltd | 5.00 |
| Top 16 Equity Holdings | 94.00 |
Sector Allocation
| Holding | % |
|---|---|
| Industrials | 7.00 |
| Chemicals | 12.00 |
| Building Materials | 13.00 |
| Financial Services | 21.00 |
| Consumer Discretionary | 32.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 0 |
| Mid Cap | 6 |
| Small Cap | 94 |
| Cash | 0 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Oct 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Sep 23.
