Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
2.85%
6 Months
3.92%
22.81%
1 Year
9.29%
15.74%
3 Years
14.80%
19.34%
5 Years
9.78%
—
Since Inception
14.35%
24.49%
Fund Age
5 yrs 5 mo
3 yrs 3 mo
AUM
₹95.56 Cr
₹446.96 Cr
Alpha – 1 Year
9.72%
11.02%
Alpha – 3 Years
6.23%
7.25%
Information Ratio – 3 Years
0.76
0.86
Volatility – 1 Year
16.82%
23.09%
Volatility – 3 Years
15.81%
17.79%
Beta – 1 Year
1.02
1.11
Beta – 3 Years
0.98
0.93
Sharpe Ratio – 1 Year
0.29
0.51
Sharpe Ratio – 3 Years
0.61
0.79
Worst Rolling Year
5.26%
19.32%
Value at Worst Rolling Year
₹1.05 Cr
₹1.19 Cr
Deepest Drawdown
−20.60%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
L 19% · S 80%
Number of Stocks
59
30
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%
—
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—