Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Axis - Core & Satellite 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%
0.11%
6 Months
3.92%
10.76%
1 Year
9.29%
8.14%
3 Years
14.80%
7.76%
5 Years
9.78%
10.03%
Since Inception
14.35%
11.69%
Fund Age
5 yrs 5 mo
6 yrs 8 mo
AUM
₹95.56 Cr
₹87.23 Cr
Alpha – 1 Year
9.72%
8.57%
Alpha – 3 Years
6.23%
−0.81%
Information Ratio – 3 Years
0.76
0.02
Volatility – 1 Year
16.82%
23.09%
Volatility – 3 Years
15.81%
18.26%
Beta – 1 Year
1.02
1.29
Beta – 3 Years
0.98
1.11
Sharpe Ratio – 1 Year
0.29
0.21
Sharpe Ratio – 3 Years
0.61
0.22
Worst Rolling Year
5.26%
6.59%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−20.60%
−25.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
13.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 19% · M 1% · S 70%
Number of Stocks
59
41
Portfolio P/E
34.30
25.23
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 · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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%