Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
ATLAS - Midcap PMS Fund
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%
−0.22%
6 Months
3.92%
8.59%
1 Year
9.29%
1.40%
3 Years
14.80%
11.84%
5 Years
9.78%
6.21%
Since Inception
14.35%
7.85%
Fund Age
5 yrs 5 mo
5 yrs 3 mo
AUM
₹95.56 Cr
₹3.73 Cr
Alpha – 1 Year
9.72%
−3.32%
Alpha – 3 Years
6.23%
−0.25%
Information Ratio – 3 Years
0.76
0.11
Volatility – 1 Year
16.82%
23.13%
Volatility – 3 Years
15.81%
17.54%
Beta – 1 Year
1.02
1.25
Beta – 3 Years
0.98
0.97
Sharpe Ratio – 1 Year
0.29
-0.06
Sharpe Ratio – 3 Years
0.61
0.45
Worst Rolling Year
5.26%
5.77%
Value at Worst Rolling Year
₹1.05 Cr
₹1.06 Cr
Deepest Drawdown
−20.60%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 3% · M 32% · S 59%
Number of Stocks
59
19
Portfolio P/E
34.30
26.66
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%
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%