Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs ASK core Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
ASK core Portfolio
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%
1.84%
6 Months
3.92%
−7.36%
1 Year
9.29%
−4.21%
3 Years
14.80%
—
5 Years
9.78%
—
Since Inception
14.35%
−4.18%
Fund Age
5 yrs 5 mo
12 mo
AUM
₹95.56 Cr
₹139.3 Cr
Alpha – 1 Year
9.72%
−3.78%
Alpha – 3 Years
6.23%
—
Information Ratio – 3 Years
0.76
—
Volatility – 1 Year
16.82%
16.33%
Volatility – 3 Years
15.81%
—
Beta – 1 Year
1.02
1.01
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.29
-0.52
Sharpe Ratio – 3 Years
0.61
—
Worst Rolling Year
5.26%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−20.60%
−16.12%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.62%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
L 76% · M 10% · S 10%
Number of Stocks
59
15
Portfolio P/E
34.30
28.49
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%
HDFC Bank Ltd · 9.77%
Reliance Industries Ltd · 9.44%
Bajaj Finserv Ltd · 9.17%
Nestle India Ltd · 8.72%
Kotak Mahindra Bank Ltd · 8.56%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 34.81%
Construction · 10.70%
Capital Goods · 10.46%
Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—