Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Bonanza - Edge
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%
4.43%
6 Months
3.92%
22.24%
1 Year
9.29%
21.33%
3 Years
14.80%
15.83%
5 Years
9.78%
20.63%
Since Inception
14.35%
19.53%
Fund Age
5 yrs 5 mo
11 yrs
AUM
₹95.56 Cr
₹101.92 Cr
Alpha – 1 Year
9.72%
21.68%
Alpha – 3 Years
6.23%
6.83%
Information Ratio – 3 Years
0.76
0.61
Volatility – 1 Year
16.82%
21.87%
Volatility – 3 Years
15.81%
21.68%
Beta – 1 Year
1.02
1.10
Beta – 3 Years
0.98
1.12
Sharpe Ratio – 1 Year
0.29
0.75
Sharpe Ratio – 3 Years
0.61
0.65
Worst Rolling Year
5.26%
-17.09%
Value at Worst Rolling Year
₹1.05 Cr
₹0.83 Cr
Deepest Drawdown
−20.60%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
15.62%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 15% · M 12% · S 59%
Number of Stocks
59
65
Portfolio P/E
34.30
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
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%