Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Eureka signature approach
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%
0.53%
6 Months
3.92%
8.20%
1 Year
9.29%
10.87%
3 Years
14.80%
16.09%
5 Years
9.78%
14.49%
Since Inception
14.35%
9.93%
Fund Age
5 yrs 5 mo
8 yrs 9 mo
AUM
₹95.56 Cr
₹64.23 Cr
Alpha – 1 Year
9.72%
7.11%
Alpha – 3 Years
6.23%
5.20%
Information Ratio – 3 Years
0.76
0.63
Volatility – 1 Year
16.82%
21.13%
Volatility – 3 Years
15.81%
19.82%
Beta – 1 Year
1.02
1.16
Beta – 3 Years
0.98
1.20
Sharpe Ratio – 1 Year
0.29
0.35
Sharpe Ratio – 3 Years
0.61
0.59
Worst Rolling Year
5.26%
-6.69%
Value at Worst Rolling Year
₹1.05 Cr
₹0.93 Cr
Deepest Drawdown
−20.60%
−22.93%
Recovery Period
Not yet recovered
496 days
1-Year Rolling Windows Positive
100.00%
90.85%
Median Rolling Year
15.62%
19.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 25% · M 25% · S 42%
Number of Stocks
59
42
Portfolio P/E
34.30
23.92
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%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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%
1% / 1% / –