| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -9.45% | 0.74 | 16.70% | 64.66% |
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 | 12.38% | -0.15% | 3.19% | 6.92% | 5.54% | 16.56% | 12.10% | 13.73% | 12.14% |
| S&P BSE 500 TRI | 10.38% | -1.73% | -4.33% | 3.64% | 4.66% | 14.94% | 13.88% | 14.45% | 12.20% |
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 Pvt Ltd Ambit Good and Clean Midcap Portfolio | Mid Cap | Mr. Trilok Agarwal | 12 March 2015 | 11Y 2M | 5.35 | S&P BSE 500 TRI | 12.14% | 27 | 11 |
| 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 | 17.38% | -25.58% | 64.66% | -8.20% | 0.76 | 16.70% | -1.01 | 1.97% | 0.19 | 52.63 % |
| Nifty 500 | 16.00% | -25.45% | -9.45% | 0.74 | 0.86% | 0.10 | 53.38 % | |||
| Nifty Midcap 100 | 8.45% | -25.56% | -17.11% | 0.64 | -2.59% | -0.27 | 47.37 % | |||
| Nifty Smallcap 100 | 17.45% | -25.16% | -7.71% | 0.54 | 1.70% | 0.12 | 45.86 % | |||
| BSE 500 | 16.36% | -25.46% | -9.10% | 0.75 | 0.96% | 0.11 | 52.63 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Aegis Logistics Ltd. | 5.00 |
| Tvs Motor Company Ltd | 5.00 |
| Lupin Ltd | 5.00 |
| Bharat Electronics Limited | 5.00 |
| State Bank Of India Ltd. | 5.00 |
Sector Allocation
| Holding | % |
|---|---|
| Financials | 38.00 |
| Consumer Discretionary | 20.00 |
| Specialty Chemicals | 11.00 |
| Automobile | 15.00 |
| Pharmaceuticals | 6.00 |
| Financials | 38.50 |
| Automobile | 14.50 |
| Information Technology | 6.00 |
| Pharmaceuticals | 6.00 |
| Consumer Discretionary | 5.00 |
| Capital Goods | 7.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 39 |
| Mid Cap | 33 |
| Small Cap | 26 |
| Cash | 3 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Disclaimer
#Returns as of 30th April 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 Mar 26.

