Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs ASK-EOP
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
ASK-EOP
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%
1.83%
6 Months
3.92%
−2.22%
1 Year
9.29%
−4.46%
3 Years
14.80%
4.69%
5 Years
9.78%
4.88%
Since Inception
14.35%
9.48%
Fund Age
5 yrs 5 mo
8 yrs 11 mo
AUM
₹95.56 Cr
₹242.51 Cr
Alpha – 1 Year
9.72%
−7.44%
Alpha – 3 Years
6.23%
−7.19%
Information Ratio – 3 Years
0.76
-1.12
Volatility – 1 Year
16.82%
16.89%
Volatility – 3 Years
15.81%
18.01%
Beta – 1 Year
1.02
0.95
Beta – 3 Years
0.98
1.07
Sharpe Ratio – 1 Year
0.29
-0.51
Sharpe Ratio – 3 Years
0.61
0.04
Worst Rolling Year
5.26%
2.18%
Value at Worst Rolling Year
₹1.05 Cr
₹1.02 Cr
Deepest Drawdown
−20.60%
−24.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
12.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 12% · M 53% · S 34%
Number of Stocks
59
34
Portfolio P/E
34.30
41.30
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%
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%