Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Fort Capital -Dynamic
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Fort Capital -Dynamic
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%
1.01%
6 Months
3.92%
9.13%
1 Year
9.29%
14.46%
3 Years
14.80%
—
5 Years
9.78%
—
Since Inception
14.35%
18.87%
Fund Age
5 yrs 5 mo
2 yrs 7 mo
AUM
₹95.56 Cr
₹204.29 Cr
Alpha – 1 Year
9.72%
14.81%
Alpha – 3 Years
6.23%
—
Information Ratio – 3 Years
0.76
—
Volatility – 1 Year
16.82%
18.18%
Volatility – 3 Years
15.81%
—
Beta – 1 Year
1.02
1.10
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.29
0.54
Sharpe Ratio – 3 Years
0.61
—
Worst Rolling Year
5.26%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−20.60%
−16.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.62%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
L 66% · M 1% · S 30%
Number of Stocks
59
68
Portfolio P/E
34.30
33.26
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%
ICICI Bank Ltd · 10.61%
JSW Steel Ltd · 6.23%
Bharti Airtel Ltd · 6.12%
Blue Jet Healthcare Ltd · 5.69%
Bajaj Auto Ltd · 5.39%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 23.12%
Fast Moving Consumer Goods · 13.16%
Automobile and Auto Components · 12.07%
Fixed Fee
1.75% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%