Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Anand Rathi Advisors - Impress PMS
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Anand Rathi Advisors - Impress PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
4.97%
6 Months
3.92%
23.68%
1 Year
9.29%
18.36%
3 Years
14.80%
19.56%
5 Years
9.78%
16.83%
Since Inception
14.35%
14.91%
Fund Age
5 yrs 5 mo
9 yrs 3 mo
AUM
₹95.56 Cr
₹884.23 Cr
Alpha – 1 Year
9.72%
13.64%
Alpha – 3 Years
6.23%
7.47%
Information Ratio – 3 Years
0.76
0.73
Volatility – 1 Year
16.82%
27.03%
Volatility – 3 Years
15.81%
23.64%
Beta – 1 Year
1.02
1.39
Beta – 3 Years
0.98
1.25
Sharpe Ratio – 1 Year
0.29
0.55
Sharpe Ratio – 3 Years
0.61
0.71
Worst Rolling Year
5.26%
-7.52%
Value at Worst Rolling Year
₹1.05 Cr
₹0.92 Cr
Deepest Drawdown
−20.60%
−24.68%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
91.90%
Median Rolling Year
15.62%
22.43%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 14% · M 23% · S 57%
Number of Stocks
59
18
Portfolio P/E
34.30
42.38
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%
Cash & Cash Equivalent · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%