Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs ICICI Prudential PMS Growth Leaders Strategy
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
ICICI Prudential PMS Growth Leaders Strategy
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%
2.13%
6 Months
3.92%
4.45%
1 Year
9.29%
9.07%
3 Years
14.80%
17.41%
5 Years
9.78%
13.90%
Since Inception
14.35%
12.23%
Fund Age
5 yrs 5 mo
25 yrs 8 mo
AUM
₹95.56 Cr
₹1,659.64 Cr
Alpha – 1 Year
9.72%
4.35%
Alpha – 3 Years
6.23%
5.32%
Information Ratio – 3 Years
0.76
1.35
Volatility – 1 Year
16.82%
16.92%
Volatility – 3 Years
15.81%
15.61%
Beta – 1 Year
1.02
0.95
Beta – 3 Years
0.98
0.99
Sharpe Ratio – 1 Year
0.29
0.28
Sharpe Ratio – 3 Years
0.61
0.78
Worst Rolling Year
5.26%
-11.28%
Value at Worst Rolling Year
₹1.05 Cr
₹0.89 Cr
Deepest Drawdown
−20.60%
−20.82%
Recovery Period
Not yet recovered
521 days
1-Year Rolling Windows Positive
100.00%
89.60%
Median Rolling Year
15.62%
15.37%
5-Year Rolling Windows Positive
100.00%
93.68%
Market-Cap Mix
L 55% · M 33% · S 10%
L 58% · M 17% · S 24%
Number of Stocks
59
37
Portfolio P/E
34.30
28.58
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 · 6.05%
FSN E-Commerce Ventures Ltd · 5.03%
Bharti Airtel Ltd · 4.92%
State Bank of India · 4.85%
Eternal Ltd · 4.72%
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%