Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Ckredence-Diversified Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
5.36%
6 Months
3.92%
17.83%
1 Year
9.29%
22.60%
3 Years
14.80%
18.89%
5 Years
9.78%
16.73%
Since Inception
14.35%
18.63%
Fund Age
5 yrs 5 mo
5 yrs 2 mo
AUM
₹95.56 Cr
₹146.97 Cr
Alpha – 1 Year
9.72%
17.88%
Alpha – 3 Years
6.23%
6.80%
Information Ratio – 3 Years
0.76
0.75
Volatility – 1 Year
16.82%
20.18%
Volatility – 3 Years
15.81%
16.94%
Beta – 1 Year
1.02
1.05
Beta – 3 Years
0.98
0.94
Sharpe Ratio – 1 Year
0.29
0.85
Sharpe Ratio – 3 Years
0.61
0.80
Worst Rolling Year
5.26%
15.50%
Value at Worst Rolling Year
₹1.05 Cr
₹1.16 Cr
Deepest Drawdown
−20.60%
−17.05%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
20.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 20% · M 19% · S 58%
Number of Stocks
59
32
Portfolio P/E
34.30
39.10
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 · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
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%