Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-2.42% | 0.86 | 16.72% | 65.52% |
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 | 0.30% | -4.30% | 14.40% | 29.60% | 25.80% | 18.30% | 19.50% | 15.80% | |
BSE 500 TRI | 0.10% | -4.40% | 7.90% | 27.00% | 20.00% | 16.80% | 19.60% | 13.90% |
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 8M | 556.97 | BSE 500 TRI | 15.80% | 19 | 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 | 14.47% | 0.58% | 65.52% | 15.05% | 1.10 | 16.72% | 2.28 | 4.57% | 0.44 | 52.59 % |
Nifty 500 | 8.39% | -1.52% | 6.87% | 1.09 | 3.03% | 0.34 | 56.90 % | |||
Nifty Midcap 100 | -2.53% | 0.11% | -2.42% | 0.86 | -0.36% | -0.04 | 50.00 % | |||
Nifty Smallcap 100 | -5.14% | 0% | -5.14% | 0.71 | 2.82% | 0.20 | 47.41 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
P I INDUSTRIES LTD | 6.00 |
Balkrishna Industries Ltd. | 6.00 |
Deepak Nitrite Ltd | 5.00 |
Trent Ltd | 5.00 |
Blue Star Ltd | 5.00 |
Sector Allocation
Holding | % |
---|---|
Financials | 23.00 |
Consumer Discretionary | 15.00 |
Specialty Chemicals | 11.00 |
Automobile | 11.00 |
Information Technology | 10.00 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 19 |
Mid Cap | 65 |
Small Cap | 10 |
Cash | 6 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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#Returns as of 30 Nov 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 Oct 24.