Equity exposure to Indian businesses that have an impeccable track record of clean accounting and governance, and efficient capital allocation.

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-0.23% | 0.36 | 10.14% | 64.84% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -2.10% | 0.40% | 12.20% | -0.50% | 13.40% | 14.30% | 11.90% | 12.90% | |
Nifty Midcap 100 | -1.70% | 2.70% | 19.10% | 3.50% | 23.00% | 22.60% | 8.30% | 11.60% |
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 | Aishvarya Dadheech | 12 March 2015 | 7Y 10M | 584.81 | Nifty Midcap 100 | 12.90% | 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 | 3.71% | -0.03% | 64.84% | 3.68% | 0.51 | 10.14% | -0.29 | 3.67% | 0.36 | 51.65 % |
Nifty 500 | 1.29% | 0.9% | 2.19% | 0.47 | 2.87% | 0.32 | 56.04 % | |||
Nifty Midcap 100 | -5.50% | 5.27% | -0.23% | 0.36 | 1.33% | 0.13 | 50.55 % | |||
Nifty Smallcap 100 | 1.22% | 14.15% | 15.37% | 0.36 | 6.52% | 0.44 | 48.35 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
AAVAS FINANCIERS LTD | 8.00 |
KAJARIA CERAMICS LTD | 6.00 |
PVR LTD | 6.00 |
P I INDUSTRIES LTD | 5.00 |
PERSISTENT SYSTEMS LTD | 5.00 |
AXIS BANK LTD | 5.00 |
AARTI INDUSTRIES LTD | 5.00 |
Suven Pharmaceuticals Ltd | 5.00 |
Trent Ltd | 5.00 |
MphasiS Limited | 5.00 |
TVS MOTOR COMPANY LTD | 5.00 |
AU SMALL FINANCE BANK Ltd | 5.00 |
SUPREME INDUSTRIES LTD | 5.00 |
PAGE INDUSTRIES LTD | 5.00 |
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD | 5.00 |
Federal Bank Ltd | 5.00 |
Deepak Nitrite Ltd | 5.00 |
LAURUS LABS LTD | 3.00 |
Top 18 Equity Holdings | 93.00 |
Sector Allocation
Holding | % |
---|---|
Homebuilding | 11.00 |
Specialty Chemicals | 12.00 |
Pharmaceuticals | 13.00 |
Consumer Discretionary | 17.00 |
Financial Services | 27.00 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 25.00 |
Mid Cap | 48.50 |
Small Cap | 19.00 |
Cash | 7.50 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 Dec 2022. 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 22.