Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Ambit - caliber
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Ambit - caliber
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
1.17%
6 Months
−5.56%
3.92%
1 Year
34.70%
9.29%
3 Years
27.41%
14.80%
5 Years
32.51%
9.78%
Since Inception
32.15%
14.35%
Fund Age
13 yrs 6 mo
5 yrs 5 mo
AUM
₹2,318.72 Cr
₹95.56 Cr
Alpha – 1 Year
35.05%
9.72%
Alpha – 3 Years
18.41%
6.23%
Information Ratio – 3 Years
1.03
0.76
Volatility – 1 Year
21.67%
16.82%
Volatility – 3 Years
15.53%
15.81%
Beta – 1 Year
0.28
1.02
Beta – 3 Years
0.35
0.98
Sharpe Ratio – 1 Year
1.24
0.29
Sharpe Ratio – 3 Years
1.31
0.61
Worst Rolling Year
-17.36%
5.26%
Value at Worst Rolling Year
₹0.83 Cr
₹1.05 Cr
Deepest Drawdown
−21.72%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.36%
100.00%
Median Rolling Year
37.79%
15.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · M 6% · S 13%
L 55% · M 33% · S 10%
Number of Stocks
9
59
Portfolio P/E
14.68
34.30
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%