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Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
2.08% | 0.59 | 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 | -7.50% | -6.80% | -8.70% | 16.50% | 24.60% | 14.40% | 16.50% | - | 14.70% |
BSE 500 TRI | -3.40% | -4.80% | -8.20% | 9.70% | 21.00% | 14.20% | 18.30% | - | 13.10% |
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 11M | 516.34 | BSE 500 TRI | 14.70% | 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 | 13.67% | -1.47% | 66.1% | 12.20% | 0.69 | 14.88% | 1.34 | 4.56% | 0.43 | 53.39 % |
Nifty 500 | 9.04% | -2.24% | 6.80% | 0.67 | 3.05% | 0.32 | 57.63 % | |||
Nifty Midcap 100 | 0.64% | 1.44% | 2.08% | 0.59 | -0.27% | -0.03 | 50.85 % | |||
Nifty Smallcap 100 | -1.23% | 1.97% | 0.74% | 0.62 | 2.85% | 0.20 | 48.31 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
P I INDUSTRIES LTD | 6.00 |
Balkrishna Industries Ltd. | 6.00 |
PAGE INDUSTRIES LTD | 6.00 |
Deepak Nitrite Ltd | 5.00 |
Trent Ltd | 5.00 |
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 | 18 |
Mid Cap | 66 |
Small Cap | 13 |
Cash | 3 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 31 Jan 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.