Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Bonanza - Growth
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%
3.68%
6 Months
3.92%
−1.81%
1 Year
9.29%
5.85%
3 Years
14.80%
8.65%
5 Years
9.78%
7.90%
Since Inception
14.35%
16.09%
Fund Age
5 yrs 5 mo
16 yrs 4 mo
AUM
₹95.56 Cr
₹22.08 Cr
Alpha – 1 Year
9.72%
6.20%
Alpha – 3 Years
6.23%
−0.35%
Information Ratio – 3 Years
0.76
0.11
Volatility – 1 Year
16.82%
17.32%
Volatility – 3 Years
15.81%
15.11%
Beta – 1 Year
1.02
0.79
Beta – 3 Years
0.98
0.87
Sharpe Ratio – 1 Year
0.29
0.10
Sharpe Ratio – 3 Years
0.61
0.36
Worst Rolling Year
5.26%
0.88%
Value at Worst Rolling Year
₹1.05 Cr
₹1.01 Cr
Deepest Drawdown
−20.60%
−17.79%
Recovery Period
Not yet recovered
297 days
1-Year Rolling Windows Positive
100.00%
99.98%
Median Rolling Year
15.62%
18.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 22% · M 16% · S 47%
Number of Stocks
59
37
Portfolio P/E
34.30
45.09
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 · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
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%