Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Chanakya Capital - Growth Plan
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%
3.10%
6 Months
3.92%
2.75%
1 Year
9.29%
19.54%
3 Years
14.80%
16.88%
5 Years
9.78%
17.69%
Since Inception
14.35%
15.84%
Fund Age
5 yrs 5 mo
8 yrs
AUM
₹95.56 Cr
₹335.72 Cr
Alpha – 1 Year
9.72%
19.89%
Alpha – 3 Years
6.23%
7.88%
Information Ratio – 3 Years
0.76
0.91
Volatility – 1 Year
16.82%
22.09%
Volatility – 3 Years
15.81%
17.60%
Beta – 1 Year
1.02
1.28
Beta – 3 Years
0.98
1.08
Sharpe Ratio – 1 Year
0.29
0.68
Sharpe Ratio – 3 Years
0.61
0.74
Worst Rolling Year
5.26%
9.01%
Value at Worst Rolling Year
₹1.05 Cr
₹1.09 Cr
Deepest Drawdown
−20.60%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 57% · M 6% · S 37%
Number of Stocks
59
192
Portfolio P/E
34.30
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%