Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
ICICI Prudential - Contra Portfolio
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%
0.77%
6 Months
3.92%
0.72%
1 Year
9.29%
7.26%
3 Years
14.80%
15.71%
5 Years
9.78%
16.27%
Since Inception
14.35%
18.01%
Fund Age
5 yrs 5 mo
7 yrs 11 mo
AUM
₹95.56 Cr
₹14,208.27 Cr
Alpha – 1 Year
9.72%
2.54%
Alpha – 3 Years
6.23%
3.62%
Information Ratio – 3 Years
0.76
0.79
Volatility – 1 Year
16.82%
16.69%
Volatility – 3 Years
15.81%
15.09%
Beta – 1 Year
1.02
0.95
Beta – 3 Years
0.98
0.95
Sharpe Ratio – 1 Year
0.29
0.18
Sharpe Ratio – 3 Years
0.61
0.70
Worst Rolling Year
5.26%
12.54%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−20.60%
−18.56%
Recovery Period
Not yet recovered
241 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
23.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 68% · M 7% · S 24%
Number of Stocks
59
42
Portfolio P/E
34.30
25.76
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%
Bharti Airtel Ltd · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
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%
1% / 0% / 0%