Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Ambit - caliber
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
Ambit - caliber
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
1.17%
6 Months
−2.07%
3.92%
1 Year
−0.17%
9.29%
3 Years
9.32%
14.80%
5 Years
7.90%
9.78%
Since Inception
11.39%
14.35%
Fund Age
7 yrs 6 mo
5 yrs 5 mo
AUM
₹2.61 Cr
₹95.56 Cr
Alpha – 1 Year
0.18%
9.72%
Alpha – 3 Years
0.32%
6.23%
Information Ratio – 3 Years
0.24
0.76
Volatility – 1 Year
16.91%
16.82%
Volatility – 3 Years
14.31%
15.81%
Beta – 1 Year
1.05
1.02
Beta – 3 Years
1.01
0.98
Sharpe Ratio – 1 Year
-0.24
0.29
Sharpe Ratio – 3 Years
0.31
0.61
Worst Rolling Year
7.30%
5.26%
Value at Worst Rolling Year
₹1.07 Cr
₹1.05 Cr
Deepest Drawdown
−17.23%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.22%
15.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 2% · S 8%
L 55% · M 33% · S 10%
Number of Stocks
26
59
Portfolio P/E
24.76
34.30
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
Top Sectors
Financial Services · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Fixed Fee
1.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%