
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-0.27% | 0.88 | 14.88% | 66.1% |
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 | 1.80% | 7.60% | 8.80% | 4.30% | 18.80% | 15.60% | 22.50% | 13.30% | 12.70% |
BSE 500 TRI | 3.50% | 14.60% | 0.60% | 8.50% | 20.90% | 18.20% | 25.10% | 13.90% | 13.20% |
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 | 10Y 3M | 502.17 | BSE 500 TRI | 12.70% | 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 | 9.38% | 5.4% | 66.1% | 14.78% | 1.00 | 14.88% | 1.34 | 4.83% | 0.47 | 53.39 % |
Nifty 500 | 5.90% | 2.52% | 8.42% | 1.03 | 3.21% | 0.36 | 57.63 % | |||
Nifty Midcap 100 | -3.16% | 2.89% | -0.27% | 0.88 | -0.50% | -0.05 | 49.15 % | |||
Nifty Smallcap 100 | -3.06% | 2.7% | -0.36% | 0.68 | 2.75% | 0.20 | 47.46 % |
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 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 24 |
Mid Cap | 57 |
Small Cap | 13 |
Cash | 6 |
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 Dec 24.