| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -21.33% | 0.83 | 16.53% | 64.62% |
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 | 0.27% | 0.82% | 0.72% | 7.42% | 7.73% | 11.71% | 10.93% | 14.40% | 13.68% |
| S&P BSE 500 TRI | -3.34% | -2.64% | 0.98% | 7.74% | 8.73% | 16.41% | 16.44% | 15.10% | 19.21% |
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 | 10Y 11M | 5.66 | S&P BSE 500 TRI | 13.68% | 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 | -11.87% | -13.28% | 64.62% | -25.15% | 0.87 | 16.53% | -1.11 | 1.57% | 0.15 | 52.31 % |
| Nifty 500 | -8.43% | -12.9% | -21.33% | 0.83 | 0.48% | 0.05 | 53.08 % | |||
| Nifty Midcap 100 | -7.58% | -12.8% | -20.38% | 0.63 | -2.77% | -0.29 | 47.69 % | |||
| Nifty Smallcap 100 | 2.65% | -11.67% | -9.02% | 0.53 | 1.33% | 0.10 | 45.38 % | |||
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 | 38.00 |
| Mid Cap | 32.00 |
| Small Cap | 26.00 |
| Cash | 4.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Disclaimer
#Returns as of 31st Jan 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 Dec 25.


