Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Ayan-PriceBridge Direct MF
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Ayan-PriceBridge Direct MF
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%
1.86%
6 Months
3.92%
3.14%
1 Year
9.29%
14.41%
3 Years
14.80%
16.50%
5 Years
9.78%
—
Since Inception
14.35%
17.99%
Fund Age
5 yrs 5 mo
3 yrs 2 mo
AUM
₹95.56 Cr
₹19.19 Cr
Alpha – 1 Year
9.72%
14.84%
Alpha – 3 Years
6.23%
7.93%
Information Ratio – 3 Years
0.76
1.26
Volatility – 1 Year
16.82%
16.65%
Volatility – 3 Years
15.81%
14.41%
Beta – 1 Year
1.02
0.95
Beta – 3 Years
0.98
0.95
Sharpe Ratio – 1 Year
0.29
0.57
Sharpe Ratio – 3 Years
0.61
0.78
Worst Rolling Year
5.26%
16.17%
Value at Worst Rolling Year
₹1.05 Cr
₹1.16 Cr
Deepest Drawdown
−20.60%
−18.49%
Recovery Period
Not yet recovered
257 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
17.49%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
L 52% · M 24% · S 17%
Number of Stocks
59
48
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%
DSP Nifty Next 50 Index Fund - Direct (G) · 11.21%
SBI PSU Fund - Direct (G) · 9.19%
ICICI Pru Nifty Bank Index Fund - Direct (G) · 7.02%
Tata Resources & Energy Fund - Direct (G) · 7.01%
DSP Nifty 50 Equal Weight Index Fund - Dir (G) · 6.44%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Fixed Fee
1.75% / yr
0.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%