Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Avestha - Growth
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%
0.64%
6 Months
3.92%
21.51%
1 Year
9.29%
15.87%
3 Years
14.80%
14.38%
5 Years
9.78%
17.96%
Since Inception
14.35%
16.82%
Fund Age
5 yrs 5 mo
8 yrs 9 mo
AUM
₹95.56 Cr
₹1,503.25 Cr
Alpha – 1 Year
9.72%
11.15%
Alpha – 3 Years
6.23%
2.29%
Information Ratio – 3 Years
0.76
0.39
Volatility – 1 Year
16.82%
27.51%
Volatility – 3 Years
15.81%
22.70%
Beta – 1 Year
1.02
1.48
Beta – 3 Years
0.98
1.25
Sharpe Ratio – 1 Year
0.29
0.47
Sharpe Ratio – 3 Years
0.61
0.50
Worst Rolling Year
5.26%
1.64%
Value at Worst Rolling Year
₹1.05 Cr
₹1.02 Cr
Deepest Drawdown
−20.60%
−24.39%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
23.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 12% · M 19% · S 67%
Number of Stocks
59
17
Portfolio P/E
34.30
—
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%
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%