Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Axis Pure Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
−1.22%
6 Months
3.92%
5.87%
1 Year
9.29%
2.35%
3 Years
14.80%
13.67%
5 Years
9.78%
15.58%
Since Inception
14.35%
16.64%
Fund Age
5 yrs 5 mo
5 yrs 6 mo
AUM
₹95.56 Cr
₹756.71 Cr
Alpha – 1 Year
9.72%
−0.63%
Alpha – 3 Years
6.23%
1.78%
Information Ratio – 3 Years
0.76
0.09
Volatility – 1 Year
16.82%
15.74%
Volatility – 3 Years
15.81%
14.36%
Beta – 1 Year
1.02
0.82
Beta – 3 Years
0.98
0.84
Sharpe Ratio – 1 Year
0.29
-0.13
Sharpe Ratio – 3 Years
0.61
0.59
Worst Rolling Year
5.26%
13.38%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−20.60%
−15.74%
Recovery Period
Not yet recovered
475 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
20.28%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 55% · M 33% · S 10%
L 43% · M 8% · S 37%
Number of Stocks
59
26
Portfolio P/E
34.30
34.08
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 · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
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%