Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Asit C Mehta - Ace Multi-asset Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Asit C Mehta - Ace Multi-asset Portfolio
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%
1.26%
6 Months
3.92%
8.39%
1 Year
9.29%
14.45%
3 Years
14.80%
20.39%
5 Years
9.78%
20.20%
Since Inception
14.35%
16.82%
Fund Age
5 yrs 5 mo
7 yrs 10 mo
AUM
₹95.56 Cr
₹12.77 Cr
Alpha – 1 Year
9.72%
7.59%
Alpha – 3 Years
6.23%
9.35%
Information Ratio – 3 Years
0.76
0.38
Volatility – 1 Year
16.82%
12.27%
Volatility – 3 Years
15.81%
16.07%
Beta – 1 Year
1.02
1.23
Beta – 3 Years
0.98
1.51
Sharpe Ratio – 1 Year
0.29
0.74
Sharpe Ratio – 3 Years
0.61
0.80
Worst Rolling Year
5.26%
6.14%
Value at Worst Rolling Year
₹1.05 Cr
₹1.06 Cr
Deepest Drawdown
−20.60%
−17.38%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
26.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 22% · M 19% · S 28%
Number of Stocks
59
23
Portfolio P/E
34.30
26.00
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%
Powergrid Infrastructure Investment Trust · 9.16%
BHARAT Bond ETF - April 2033 · 6.41%
Cash & Cash Equivalent · 6.22%
Coal India Ltd · 5.62%
Piramal Pharma Ltd · 5.28%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
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%