Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs ASK - IEP
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
ASK - IEP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
4.25%
6 Months
3.92%
−4.32%
1 Year
9.29%
−3.76%
3 Years
14.80%
4.26%
5 Years
9.78%
5.30%
Since Inception
14.35%
15.06%
Fund Age
5 yrs 5 mo
16 yrs 6 mo
AUM
₹95.56 Cr
₹6,178.21 Cr
Alpha – 1 Year
9.72%
−6.74%
Alpha – 3 Years
6.23%
−7.62%
Information Ratio – 3 Years
0.76
-1.54
Volatility – 1 Year
16.82%
17.92%
Volatility – 3 Years
15.81%
14.61%
Beta – 1 Year
1.02
0.98
Beta – 3 Years
0.98
0.91
Sharpe Ratio – 1 Year
0.29
-0.43
Sharpe Ratio – 3 Years
0.61
-0.01
Worst Rolling Year
5.26%
-1.02%
Value at Worst Rolling Year
₹1.05 Cr
₹0.99 Cr
Deepest Drawdown
−20.60%
−20.59%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.47%
Median Rolling Year
15.62%
14.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 52% · M 27% · S 20%
Number of Stocks
59
34
Portfolio P/E
34.30
33.48
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%
Kotak Mahindra Bank Ltd · 7.51%
Reliance Industries Ltd · 6.64%
Mahindra & Mahindra Financial Services Ltd · 6.38%
Bajaj Finserv Ltd · 6.28%
Tata Consultancy Services Ltd · 5.57%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 28.24%
Capital Goods · 17.21%
Healthcare · 10.88%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 1%