Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Badjate Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.17%
0.08%
6 Months
3.92%
9.62%
1 Year
9.29%
2.22%
3 Years
14.80%
18.64%
5 Years
9.78%
16.68%
Since Inception
14.35%
18.59%
Fund Age
5 yrs 5 mo
5 yrs
AUM
₹95.56 Cr
₹159.01 Cr
Alpha – 1 Year
9.72%
−0.76%
Alpha – 3 Years
6.23%
6.74%
Information Ratio – 3 Years
0.76
0.40
Volatility – 1 Year
16.82%
25.41%
Volatility – 3 Years
15.81%
25.71%
Beta – 1 Year
1.02
1.32
Beta – 3 Years
0.98
1.31
Sharpe Ratio – 1 Year
0.29
-0.02
Sharpe Ratio – 3 Years
0.61
0.58
Worst Rolling Year
5.26%
17.76%
Value at Worst Rolling Year
₹1.05 Cr
₹1.18 Cr
Deepest Drawdown
−20.60%
−32.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
28.84%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 7% · M 14% · S 74%
Number of Stocks
59
95
Portfolio P/E
34.30
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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%
Multi Commodity Exchange of India Ltd · 4.59%
Nuvama Wealth Management Ltd · 4.46%
Tanfac Industries Ltd · 4.23%
Garden Reach Shipbuilders & Engineers Ltd · 4.10%
Southern Petrochemicals Industries Corporation Ltd · 3.59%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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