Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Anand Rathi Advisors - MNC PMS
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Anand Rathi Advisors - MNC PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
0.15%
6 Months
3.92%
9.28%
1 Year
9.29%
4.13%
3 Years
14.80%
7.71%
5 Years
9.78%
8.27%
Since Inception
14.35%
11.49%
Fund Age
5 yrs 5 mo
8 yrs 5 mo
AUM
₹95.56 Cr
₹123.55 Cr
Alpha – 1 Year
9.72%
−0.59%
Alpha – 3 Years
6.23%
−4.38%
Information Ratio – 3 Years
0.76
-0.33
Volatility – 1 Year
16.82%
21.50%
Volatility – 3 Years
15.81%
16.95%
Beta – 1 Year
1.02
1.12
Beta – 3 Years
0.98
0.97
Sharpe Ratio – 1 Year
0.29
-0.02
Sharpe Ratio – 3 Years
0.61
0.26
Worst Rolling Year
5.26%
7.04%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−20.60%
−24.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
15.95%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 29% · M 38% · S 31%
Number of Stocks
59
20
Portfolio P/E
34.30
49.58
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%
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
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%