Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Eklavya Equity
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%
−0.98%
6 Months
3.92%
4.93%
1 Year
9.29%
−0.37%
3 Years
14.80%
—
5 Years
9.78%
—
Since Inception
14.35%
4.91%
Fund Age
5 yrs 5 mo
2 yrs 1 mo
AUM
₹95.56 Cr
₹8 Cr
Alpha – 1 Year
9.72%
−0.02%
Alpha – 3 Years
6.23%
—
Information Ratio – 3 Years
0.76
—
Volatility – 1 Year
16.82%
12.93%
Volatility – 3 Years
15.81%
—
Beta – 1 Year
1.02
0.72
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.29
-0.38
Sharpe Ratio – 3 Years
0.61
—
Worst Rolling Year
5.26%
6.09%
Value at Worst Rolling Year
₹1.05 Cr
₹1.06 Cr
Deepest Drawdown
−20.60%
−12.49%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
6.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
L 23% · M 8% · S 36%
Number of Stocks
59
30
Portfolio P/E
34.30
24.51
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 Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 2% / 0%