Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Centrum PMS - Micro
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%
5.99%
6 Months
3.92%
26.63%
1 Year
9.29%
16.86%
3 Years
14.80%
13.24%
5 Years
9.78%
17.56%
Since Inception
14.35%
16.65%
Fund Age
5 yrs 5 mo
10 yrs 1 mo
AUM
₹95.56 Cr
₹11.38 Cr
Alpha – 1 Year
9.72%
12.14%
Alpha – 3 Years
6.23%
1.15%
Information Ratio – 3 Years
0.76
0.20
Volatility – 1 Year
16.82%
29.32%
Volatility – 3 Years
15.81%
24.13%
Beta – 1 Year
1.02
1.44
Beta – 3 Years
0.98
1.15
Sharpe Ratio – 1 Year
0.29
0.48
Sharpe Ratio – 3 Years
0.61
0.50
Worst Rolling Year
5.26%
-10.45%
Value at Worst Rolling Year
₹1.05 Cr
₹0.90 Cr
Deepest Drawdown
−20.60%
−32.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
89.77%
Median Rolling Year
15.62%
20.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
M 1% · S 95%
Number of Stocks
59
28
Portfolio P/E
34.30
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%