Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Bonanza - Value
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Bonanza - Value
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%
6.51%
6 Months
3.92%
14.93%
1 Year
9.29%
16.79%
3 Years
14.80%
13.85%
5 Years
9.78%
12.48%
Since Inception
14.35%
18.86%
Fund Age
5 yrs 5 mo
14 yrs 11 mo
AUM
₹95.56 Cr
₹32.99 Cr
Alpha – 1 Year
9.72%
17.14%
Alpha – 3 Years
6.23%
4.85%
Information Ratio – 3 Years
0.76
0.41
Volatility – 1 Year
16.82%
17.36%
Volatility – 3 Years
15.81%
20.03%
Beta – 1 Year
1.02
0.65
Beta – 3 Years
0.98
0.84
Sharpe Ratio – 1 Year
0.29
0.67
Sharpe Ratio – 3 Years
0.61
0.57
Worst Rolling Year
5.26%
-8.60%
Value at Worst Rolling Year
₹1.05 Cr
₹0.91 Cr
Deepest Drawdown
−20.60%
−30.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.13%
Median Rolling Year
15.62%
18.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 22% · M 16% · S 61%
Number of Stocks
59
69
Portfolio P/E
34.30
70.14
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%
Laurus Labs Ltd · 9.84%
Cupid Ltd · 9.39%
Diamond Power Infrastructure Ltd · 9.20%
Krishana Phoschem Ltd · 6.22%
Divis Laboratories Ltd · 5.76%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
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%