Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
3.56%
6 Months
3.92%
14.31%
1 Year
9.29%
23.04%
3 Years
14.80%
17.41%
5 Years
9.78%
14.44%
Since Inception
14.35%
16.04%
Fund Age
5 yrs 5 mo
5 yrs 2 mo
AUM
₹95.56 Cr
₹246.55 Cr
Alpha – 1 Year
9.72%
18.32%
Alpha – 3 Years
6.23%
5.32%
Information Ratio – 3 Years
0.76
0.69
Volatility – 1 Year
16.82%
16.66%
Volatility – 3 Years
15.81%
14.65%
Beta – 1 Year
1.02
0.91
Beta – 3 Years
0.98
0.83
Sharpe Ratio – 1 Year
0.29
1.02
Sharpe Ratio – 3 Years
0.61
0.82
Worst Rolling Year
5.26%
13.49%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−20.60%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 31% · M 25% · S 41%
Number of Stocks
59
33
Portfolio P/E
34.30
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
1.75% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%