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Ambit Anchor vs Karvy Capital - Demeter

Ambit Anchor

Karvy Capital - Demeter

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Growth of ₹1 Crore

Ambit Anchor

Karvy Capital - Demeter

Return for the risk

3 yrs return

10%

Karvy Capital - Demeter

6.7% • vol 2.1%

10%

Volatility • 3 yrs deviation

1 Month

0.82%

0.18%

6 Months

5.27%

2.87%

1 Year

10.43%

3.77%

3 Years

—

6.69%

5 Years

—

6.74%

Since Inception

12.59%

10.62%

Fund Age

1 yr 10 mo

12 yrs 1 mo

AUM

₹146.15 Cr

₹61.33 Cr

Alpha – 1 Year

5.23%

−5.66%

Alpha – 3 Years

—

−3.03%

Information Ratio – 3 Years

—

-1.20

Volatility – 1 Year

—

3.14%

Volatility – 3 Years

—

2.07%

Beta – 1 Year

—

-0.20

Beta – 3 Years

—

-0.08

Sharpe Ratio – 1 Year

—

-0.40

Sharpe Ratio – 3 Years

—

0.62

Worst Rolling Year

—

-3.43%

Value at Worst Rolling Year

—

₹0.97 Cr

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

99.16%

Median Rolling Year

—

11.58%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

Earlysalary · 11.07%

Oxyzo · 9.57%

Keertana Finserv · 8.27%

Vivritri Capital · 8.04%

AYE Finance · 6.94%

Kotak Money Market Fund - Direct (G) · 47.28%

SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%

KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%

Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%

Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%

Top Sectors

—

Others · 92.72%

Government · 7.02%

Fixed Fee

—

1.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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