Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Estee-I-Alpha
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%
−0.25%
6 Months
3.92%
3.36%
1 Year
9.29%
7.71%
3 Years
14.80%
10.42%
5 Years
9.78%
9.09%
Since Inception
14.35%
10.42%
Fund Age
5 yrs 5 mo
16 yrs 11 mo
AUM
₹95.56 Cr
₹257.93 Cr
Alpha – 1 Year
9.72%
0.40%
Alpha – 3 Years
6.23%
2.97%
Information Ratio – 3 Years
0.76
2.62
Volatility – 1 Year
16.82%
1.99%
Volatility – 3 Years
15.81%
1.94%
Beta – 1 Year
1.02
0.35
Beta – 3 Years
0.98
0.35
Sharpe Ratio – 1 Year
0.29
1.45
Sharpe Ratio – 3 Years
0.61
3.79
Worst Rolling Year
5.26%
7.00%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−20.60%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
11.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
—
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%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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%