Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Asit C Mehta - Ace Ten Trillion Opportunities
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Asit C Mehta - Ace Ten Trillion Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
1.87%
6 Months
3.92%
30.77%
1 Year
9.29%
28.96%
3 Years
14.80%
24.68%
5 Years
9.78%
24.06%
Since Inception
14.35%
19.53%
Fund Age
5 yrs 5 mo
8 yrs 8 mo
AUM
₹95.56 Cr
₹11.41 Cr
Alpha – 1 Year
9.72%
24.24%
Alpha – 3 Years
6.23%
12.59%
Information Ratio – 3 Years
0.76
0.80
Volatility – 1 Year
16.82%
25.13%
Volatility – 3 Years
15.81%
25.00%
Beta – 1 Year
1.02
1.30
Beta – 3 Years
0.98
1.32
Sharpe Ratio – 1 Year
0.29
0.92
Sharpe Ratio – 3 Years
0.61
0.80
Worst Rolling Year
5.26%
4.85%
Value at Worst Rolling Year
₹1.05 Cr
₹1.05 Cr
Deepest Drawdown
−20.60%
−27.69%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
28.03%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
M 10% · S 86%
Number of Stocks
59
19
Portfolio P/E
34.30
28.00
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%
Cash & Cash Equivalent · 6.78%
Divgi Torqtransfer Systems Ltd · 6.35%
Arvind Fashions Ltd · 5.96%
Swiggy Ltd · 5.43%
Quess Corp Ltd · 5.39%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
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%