Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Composite India - Emerging Star Fund
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%
5.76%
6 Months
3.92%
25.00%
1 Year
9.29%
17.14%
3 Years
14.80%
16.20%
5 Years
9.78%
15.34%
Since Inception
14.35%
19.60%
Fund Age
5 yrs 5 mo
7 yrs 3 mo
AUM
₹95.56 Cr
₹127.23 Cr
Alpha – 1 Year
9.72%
12.42%
Alpha – 3 Years
6.23%
4.43%
Information Ratio – 3 Years
0.76
0.38
Volatility – 1 Year
16.82%
23.12%
Volatility – 3 Years
15.81%
20.20%
Beta – 1 Year
1.02
1.18
Beta – 3 Years
0.98
1.05
Sharpe Ratio – 1 Year
0.29
0.56
Sharpe Ratio – 3 Years
0.61
0.61
Worst Rolling Year
5.26%
13.55%
Value at Worst Rolling Year
₹1.05 Cr
₹1.14 Cr
Deepest Drawdown
−20.60%
−26.74%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
20.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 26% · M 19% · S 50%
Number of Stocks
59
101
Portfolio P/E
34.30
52.20
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%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%