Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Ambit - caliber
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Ambit - caliber
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
1.17%
6 Months
−2.30%
3.92%
1 Year
1.68%
9.29%
3 Years
13.91%
14.80%
5 Years
—
9.78%
Since Inception
14.05%
14.35%
Fund Age
3 yrs 10 mo
5 yrs 5 mo
AUM
₹53.78 Cr
₹95.56 Cr
Alpha – 1 Year
−3.04%
9.72%
Alpha – 3 Years
1.82%
6.23%
Information Ratio – 3 Years
0.34
0.76
Volatility – 1 Year
15.80%
16.82%
Volatility – 3 Years
15.64%
15.81%
Beta – 1 Year
0.86
1.02
Beta – 3 Years
0.97
0.98
Sharpe Ratio – 1 Year
-0.15
0.29
Sharpe Ratio – 3 Years
0.71
0.61
Worst Rolling Year
15.78%
5.26%
Value at Worst Rolling Year
₹1.16 Cr
₹1.05 Cr
Deepest Drawdown
−18.40%
−20.60%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
15.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 55% · M 33% · S 10%
Number of Stocks
—
59
Portfolio P/E
—
34.30
Top 5 Holdings
—
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 · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Fixed Fee
2.25% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%