Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs ASK - ISP
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
ASK - ISP
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%
2.48%
6 Months
3.92%
−4.44%
1 Year
9.29%
−4.32%
3 Years
14.80%
3.67%
5 Years
9.78%
4.35%
Since Inception
14.35%
13.19%
Fund Age
5 yrs 5 mo
16 yrs 6 mo
AUM
₹95.56 Cr
₹953.19 Cr
Alpha – 1 Year
9.72%
−7.30%
Alpha – 3 Years
6.23%
−8.21%
Information Ratio – 3 Years
0.76
-1.44
Volatility – 1 Year
16.82%
16.93%
Volatility – 3 Years
15.81%
16.57%
Beta – 1 Year
1.02
0.95
Beta – 3 Years
0.98
1.02
Sharpe Ratio – 1 Year
0.29
-0.50
Sharpe Ratio – 3 Years
0.61
-0.03
Worst Rolling Year
5.26%
-3.66%
Value at Worst Rolling Year
₹1.05 Cr
₹0.96 Cr
Deepest Drawdown
−20.60%
−24.45%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.35%
Median Rolling Year
15.62%
12.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 52% · M 23% · S 20%
Number of Stocks
59
21
Portfolio P/E
34.30
34.55
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 · 9.51%
Eternal Ltd · 7.16%
CreditAccess Grameen Ltd · 6.97%
Kotak Mahindra Bank Ltd · 6.20%
Torrent Power Ltd · 5.63%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 33.89%
Consumer Services · 12.45%
Automobile and Auto Components · 7.01%
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%