Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Emkay Investments - ENVI
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%
5.18%
6 Months
3.92%
19.69%
1 Year
9.29%
25.97%
3 Years
14.80%
17.02%
5 Years
9.78%
—
Since Inception
14.35%
24.02%
Fund Age
5 yrs 5 mo
4 yrs 2 mo
AUM
₹95.56 Cr
₹101.01 Cr
Alpha – 1 Year
9.72%
21.25%
Alpha – 3 Years
6.23%
4.93%
Information Ratio – 3 Years
0.76
0.46
Volatility – 1 Year
16.82%
21.63%
Volatility – 3 Years
15.81%
19.42%
Beta – 1 Year
1.02
1.10
Beta – 3 Years
0.98
1.04
Sharpe Ratio – 1 Year
0.29
0.93
Sharpe Ratio – 3 Years
0.61
0.65
Worst Rolling Year
5.26%
16.82%
Value at Worst Rolling Year
₹1.05 Cr
₹1.17 Cr
Deepest Drawdown
−20.60%
−20.44%
Recovery Period
Not yet recovered
365 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
19.58%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 55% · M 33% · S 10%
L 26% · M 14% · S 51%
Number of Stocks
59
—
Portfolio P/E
34.30
—
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%
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
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Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—