Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Asit C Mehta - Ace Blue-chip
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Asit C Mehta - Ace Blue-chip
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
−2.58%
6 Months
3.92%
1.87%
1 Year
9.29%
8.68%
3 Years
14.80%
16.60%
5 Years
9.78%
15.36%
Since Inception
14.35%
12.51%
Fund Age
5 yrs 5 mo
8 yrs 8 mo
AUM
₹95.56 Cr
₹4.55 Cr
Alpha – 1 Year
9.72%
3.96%
Alpha – 3 Years
6.23%
4.51%
Information Ratio – 3 Years
0.76
0.64
Volatility – 1 Year
16.82%
15.98%
Volatility – 3 Years
15.81%
15.76%
Beta – 1 Year
1.02
0.87
Beta – 3 Years
0.98
0.94
Sharpe Ratio – 1 Year
0.29
0.27
Sharpe Ratio – 3 Years
0.61
0.72
Worst Rolling Year
5.26%
1.47%
Value at Worst Rolling Year
₹1.05 Cr
₹1.01 Cr
Deepest Drawdown
−20.60%
−17.84%
Recovery Period
Not yet recovered
136 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
19.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 68% · M 14% · S 12%
Number of Stocks
59
14
Portfolio P/E
34.30
31.16
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 · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%