Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Axis - Brand Equity PMS
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Axis - Brand Equity PMS
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%
2.39%
6 Months
3.92%
10.60%
1 Year
9.29%
2.51%
3 Years
14.80%
7.68%
5 Years
9.78%
9.38%
Since Inception
14.35%
10.51%
Fund Age
5 yrs 5 mo
9 yrs 6 mo
AUM
₹95.56 Cr
₹804.15 Cr
Alpha – 1 Year
9.72%
2.94%
Alpha – 3 Years
6.23%
−0.89%
Information Ratio – 3 Years
0.76
-0.08
Volatility – 1 Year
16.82%
21.76%
Volatility – 3 Years
15.81%
17.30%
Beta – 1 Year
1.02
1.23
Beta – 3 Years
0.98
1.08
Sharpe Ratio – 1 Year
0.29
-0.04
Sharpe Ratio – 3 Years
0.61
0.20
Worst Rolling Year
5.26%
-3.22%
Value at Worst Rolling Year
₹1.05 Cr
₹0.97 Cr
Deepest Drawdown
−20.60%
−26.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.55%
Median Rolling Year
15.62%
12.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 26% · M 6% · S 61%
Number of Stocks
59
42
Portfolio P/E
34.30
35.23
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%
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%