Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Centrum PMS - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Centrum PMS - Flexi Cap
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%
1.04%
6 Months
3.92%
0.68%
1 Year
9.29%
4.83%
3 Years
14.80%
11.13%
5 Years
9.78%
9.90%
Since Inception
14.35%
12.28%
Fund Age
5 yrs 5 mo
15 yrs 2 mo
AUM
₹95.56 Cr
₹29.37 Cr
Alpha – 1 Year
9.72%
0.11%
Alpha – 3 Years
6.23%
−0.96%
Information Ratio – 3 Years
0.76
-0.05
Volatility – 1 Year
16.82%
19.36%
Volatility – 3 Years
15.81%
17.04%
Beta – 1 Year
1.02
1.09
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
0.29
0.06
Sharpe Ratio – 3 Years
0.61
0.43
Worst Rolling Year
5.26%
-9.48%
Value at Worst Rolling Year
₹1.05 Cr
₹0.91 Cr
Deepest Drawdown
−20.60%
−20.50%
Recovery Period
Not yet recovered
315 days
1-Year Rolling Windows Positive
100.00%
93.37%
Median Rolling Year
15.62%
15.70%
5-Year Rolling Windows Positive
100.00%
98.37%
Market-Cap Mix
L 55% · M 33% · S 10%
L 58% · M 7% · S 23%
Number of Stocks
59
23
Portfolio P/E
34.30
35.03
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 · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
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%