Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Care PMS - Growth Plus Value Strategy
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Care PMS - Growth Plus Value Strategy
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%
1.27%
6 Months
3.92%
11.91%
1 Year
9.29%
10.06%
3 Years
14.80%
13.81%
5 Years
9.78%
13.88%
Since Inception
14.35%
20.20%
Fund Age
5 yrs 5 mo
15 yrs 1 mo
AUM
₹95.56 Cr
₹980.13 Cr
Alpha – 1 Year
9.72%
5.36%
Alpha – 3 Years
6.23%
1.71%
Information Ratio – 3 Years
0.76
0.21
Volatility – 1 Year
16.82%
18.76%
Volatility – 3 Years
15.81%
19.39%
Beta – 1 Year
1.02
0.98
Beta – 3 Years
0.98
1.05
Sharpe Ratio – 1 Year
0.29
0.32
Sharpe Ratio – 3 Years
0.61
0.49
Worst Rolling Year
5.26%
-23.74%
Value at Worst Rolling Year
₹1.05 Cr
₹0.76 Cr
Deepest Drawdown
−20.60%
−24.32%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
84.14%
Median Rolling Year
15.62%
24.84%
5-Year Rolling Windows Positive
100.00%
95.08%
Market-Cap Mix
L 55% · M 33% · S 10%
L 9% · M 13% · S 73%
Number of Stocks
59
20
Portfolio P/E
34.30
22.60
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%
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%