Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Enam India Vision Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Enam India Vision Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
1.68%
6 Months
3.92%
12.22%
1 Year
9.29%
16.41%
3 Years
14.80%
12.88%
5 Years
9.78%
—
Since Inception
14.35%
15.20%
Fund Age
5 yrs 5 mo
3 yrs 7 mo
AUM
₹95.56 Cr
₹890.3 Cr
Alpha – 1 Year
9.72%
11.69%
Alpha – 3 Years
6.23%
0.79%
Information Ratio – 3 Years
0.76
0.11
Volatility – 1 Year
16.82%
18.16%
Volatility – 3 Years
15.81%
14.87%
Beta – 1 Year
1.02
0.92
Beta – 3 Years
0.98
0.86
Sharpe Ratio – 1 Year
0.29
0.64
Sharpe Ratio – 3 Years
0.61
0.54
Worst Rolling Year
5.26%
11.39%
Value at Worst Rolling Year
₹1.05 Cr
₹1.11 Cr
Deepest Drawdown
−20.60%
−18.04%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
13.55%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
L 31% · M 50% · S 18%
Number of Stocks
59
20
Portfolio P/E
34.30
33.00
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%
Piramal Finance Ltd · 10.75%
Aegis Logistics Ltd · 8.94%
Emcure Pharmaceuticals Ltd · 7.58%
Glenmark Pharmaceuticals Ltd · 7.51%
Bharti Airtel Ltd · 6.89%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%