Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs CAPITAL 8 INFINITY FUND
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
CAPITAL 8 INFINITY FUND
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%
5.13%
6 Months
3.92%
16.71%
1 Year
9.29%
27.85%
3 Years
14.80%
—
5 Years
9.78%
—
Since Inception
14.35%
26.02%
Fund Age
5 yrs 5 mo
2 yrs 6 mo
AUM
₹95.56 Cr
₹177.44 Cr
Alpha – 1 Year
9.72%
23.13%
Alpha – 3 Years
6.23%
—
Information Ratio – 3 Years
0.76
—
Volatility – 1 Year
16.82%
22.56%
Volatility – 3 Years
15.81%
—
Beta – 1 Year
1.02
0.79
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.29
0.96
Sharpe Ratio – 3 Years
0.61
—
Worst Rolling Year
5.26%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−20.60%
−8.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.62%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
L 6% · M 15% · S 32%
Number of Stocks
59
18
Portfolio P/E
34.30
22.34
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%
Kotak Arbitrage Fund - Direct (G) · 20.42%
Invesco India Money Market Fund - Direct (G) · 13.06%
Steel Authority of India Ltd · 12.77%
Graphite India Ltd · 9.93%
AXIS Money Market Fund - Direct (G) · 9.44%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
20% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%