Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Ayan-PriceBridge Honeycomb
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%
1.20%
6 Months
3.92%
0.45%
1 Year
9.29%
16.80%
3 Years
14.80%
15.56%
5 Years
9.78%
—
Since Inception
14.35%
15.35%
Fund Age
5 yrs 5 mo
3 yrs 6 mo
AUM
₹95.56 Cr
₹61.98 Cr
Alpha – 1 Year
9.72%
17.23%
Alpha – 3 Years
6.23%
6.99%
Information Ratio – 3 Years
0.76
1.06
Volatility – 1 Year
16.82%
17.17%
Volatility – 3 Years
15.81%
13.50%
Beta – 1 Year
1.02
0.94
Beta – 3 Years
0.98
0.87
Sharpe Ratio – 1 Year
0.29
0.68
Sharpe Ratio – 3 Years
0.61
0.75
Worst Rolling Year
5.26%
15.00%
Value at Worst Rolling Year
₹1.05 Cr
₹1.15 Cr
Deepest Drawdown
−20.60%
−15.92%
Recovery Period
Not yet recovered
158 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
17.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
L 43% · M 31% · S 18%
Number of Stocks
59
27
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%
HDFC NIFTY Smallcap 250 ETF · 11.69%
Mirae Asset Nifty India Manufacturing ETF · 7.82%
DSP Nifty Healthcare ETF · 7.33%
Mirae Asset Nifty Bank ETF · 5.96%
DSP Nifty Midcap 150 Quality 50 ETF · 5.92%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Fixed Fee
1.75% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%