Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-22.57% | 0.76 | 13.40% | 64.22% |
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 | 10.10% | 20.60% | 17.90% | 44.70% | 32.20% | 17.80% | 19.00% | - | 16.10% |
BSE 500 TRI | 7.10% | 11.70% | 16.70% | 38.30% | 30.90% | 19.90% | 20.00% | - | 14.50% |
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 | 9Y 4M | 564.1 | BSE 500 TRI | 16.10% | 20 | 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 | 17.84% | -8.96% | 64.22% | 8.88% | 0.73 | 13.40% | 2.52 | 2.99% | 0.29 | 50.46 % |
Nifty 500 | 10.84% | -12.48% | -1.64% | 0.87 | 1.76% | 0.19 | 54.13 % | |||
Nifty Midcap 100 | -5.65% | -16.92% | -22.57% | 0.76 | -1.31% | -0.13 | 46.79 % | |||
Nifty Smallcap 100 | -11.65% | -20.63% | -32.28% | 0.62 | 2.59% | 0.18 | 45.87 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
AXIS BANK LTD | 6.00 |
P I INDUSTRIES LTD | 6.00 |
Deepak Nitrite Ltd | 6.00 |
Balkrishna Industries Ltd. | 6.00 |
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD | 6.00 |
Trent Ltd | 5.00 |
Federal Bank Ltd | 5.00 |
KAJARIA CERAMICS LTD | 5.00 |
TVS MOTOR COMPANY LTD | 5.00 |
AARTI INDUSTRIES LTD | 5.00 |
MphasiS Limited | 5.00 |
KEI Industries Ltd. | 5.00 |
Blue Star Ltd | 5.00 |
Ajanta Pharma Ltd | 5.00 |
CDSL Ltd | 5.00 |
PERSISTENT SYSTEMS LTD | 4.00 |
SUPREME INDUSTRIES LTD | 4.00 |
AU SMALL FINANCE BANK Ltd | 4.00 |
AEGIS LOGISTICS LTD. | 4.00 |
PAGE INDUSTRIES LTD | 3.00 |
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 | 22 |
Mid Cap | 53 |
Small Cap | 23 |
Cash | 2 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book a call with our PMS AIF SpecialistsDisclaimer
#Returns as of 30 June 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 24.