Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Bonanza Aegis
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Bonanza Aegis
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
7.97%
6 Months
3.92%
14.27%
1 Year
9.29%
23.41%
3 Years
14.80%
16.93%
5 Years
9.78%
—
Since Inception
14.35%
22.21%
Fund Age
5 yrs 5 mo
4 yrs 3 mo
AUM
₹95.56 Cr
₹102.02 Cr
Alpha – 1 Year
9.72%
23.76%
Alpha – 3 Years
6.23%
7.93%
Information Ratio – 3 Years
0.76
0.60
Volatility – 1 Year
16.82%
21.94%
Volatility – 3 Years
15.81%
20.42%
Beta – 1 Year
1.02
0.82
Beta – 3 Years
0.98
0.84
Sharpe Ratio – 1 Year
0.29
0.82
Sharpe Ratio – 3 Years
0.61
0.71
Worst Rolling Year
5.26%
16.27%
Value at Worst Rolling Year
₹1.05 Cr
₹1.16 Cr
Deepest Drawdown
−20.60%
−27.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
22.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
L 10% · M 8% · S 74%
Number of Stocks
59
61
Portfolio P/E
34.30
51.57
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 · 12.01%
Firstsource Solutions Ltd · 5.78%
Sterlite Technologies Ltd · 5.20%
Genus Power Infrastructures Ltd · 4.36%
Pine Labs Ltd · 4.30%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%