Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Green Portfolio - Super 30 Dynamic
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.17%
−0.92%
6 Months
3.92%
32.15%
1 Year
9.29%
16.77%
3 Years
14.80%
19.00%
5 Years
9.78%
20.10%
Since Inception
14.35%
27.01%
Fund Age
5 yrs 5 mo
6 yrs 10 mo
AUM
₹95.56 Cr
₹247.64 Cr
Alpha – 1 Year
9.72%
13.79%
Alpha – 3 Years
6.23%
7.10%
Information Ratio – 3 Years
0.76
0.30
Volatility – 1 Year
16.82%
39.13%
Volatility – 3 Years
15.81%
29.47%
Beta – 1 Year
1.02
1.87
Beta – 3 Years
0.98
1.36
Sharpe Ratio – 1 Year
0.29
0.42
Sharpe Ratio – 3 Years
0.61
0.55
Worst Rolling Year
5.26%
15.03%
Value at Worst Rolling Year
₹1.05 Cr
₹1.15 Cr
Deepest Drawdown
−20.60%
−35.86%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
31.90%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
S 80%
Number of Stocks
59
42
Portfolio P/E
34.30
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
—
Fixed Fee
1.75% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%