Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
InCred Capital - Multicap PMS
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%
6.10%
6 Months
3.92%
8.11%
1 Year
9.29%
−2.73%
3 Years
14.80%
11.42%
5 Years
9.78%
12.09%
Since Inception
14.35%
13.75%
Fund Age
5 yrs 5 mo
5 yrs 5 mo
AUM
₹95.56 Cr
₹205.48 Cr
Alpha – 1 Year
9.72%
−5.71%
Alpha – 3 Years
6.23%
−0.47%
Information Ratio – 3 Years
0.76
-0.07
Volatility – 1 Year
16.82%
23.93%
Volatility – 3 Years
15.81%
22.69%
Beta – 1 Year
1.02
1.24
Beta – 3 Years
0.98
1.17
Sharpe Ratio – 1 Year
0.29
-0.23
Sharpe Ratio – 3 Years
0.61
0.35
Worst Rolling Year
5.26%
11.05%
Value at Worst Rolling Year
₹1.05 Cr
₹1.11 Cr
Deepest Drawdown
−20.60%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 28% · M 36% · S 34%
Number of Stocks
59
29
Portfolio P/E
34.30
46.19
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 Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%