Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Green Portfolio - The Impact ESG Fund
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%
−3.33%
6 Months
3.92%
24.60%
1 Year
9.29%
7.56%
3 Years
14.80%
20.98%
5 Years
9.78%
—
Since Inception
14.35%
24.10%
Fund Age
5 yrs 5 mo
4 yrs 4 mo
AUM
₹95.56 Cr
₹3.89 Cr
Alpha – 1 Year
9.72%
4.58%
Alpha – 3 Years
6.23%
9.08%
Information Ratio – 3 Years
0.76
0.07
Volatility – 1 Year
16.82%
32.74%
Volatility – 3 Years
15.81%
27.24%
Beta – 1 Year
1.02
1.49
Beta – 3 Years
0.98
1.30
Sharpe Ratio – 1 Year
0.29
0.20
Sharpe Ratio – 3 Years
0.61
0.49
Worst Rolling Year
5.26%
17.91%
Value at Worst Rolling Year
₹1.05 Cr
₹1.18 Cr
Deepest Drawdown
−20.60%
−34.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
25.17%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
—
Number of Stocks
59
27
Portfolio P/E
34.30
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%