Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs ASK-IVP
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
ASK-IVP
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%
1.91%
6 Months
3.92%
−1.55%
1 Year
9.29%
2.26%
3 Years
14.80%
3.37%
5 Years
9.78%
4.66%
Since Inception
14.35%
9.07%
Fund Age
5 yrs 5 mo
6 yrs 8 mo
AUM
₹95.56 Cr
₹55.15 Cr
Alpha – 1 Year
9.72%
−0.72%
Alpha – 3 Years
6.23%
−8.51%
Information Ratio – 3 Years
0.76
-1.16
Volatility – 1 Year
16.82%
17.30%
Volatility – 3 Years
15.81%
16.20%
Beta – 1 Year
1.02
0.96
Beta – 3 Years
0.98
0.96
Sharpe Ratio – 1 Year
0.29
-0.10
Sharpe Ratio – 3 Years
0.61
-0.05
Worst Rolling Year
5.26%
0.65%
Value at Worst Rolling Year
₹1.05 Cr
₹1.01 Cr
Deepest Drawdown
−20.60%
−23.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.70%
Median Rolling Year
15.62%
10.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 62% · M 31% · S 6%
Number of Stocks
59
26
Portfolio P/E
34.30
31.94
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%
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
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%