Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Incred-Small & MidCap 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%
4.27%
6 Months
3.92%
−8.15%
1 Year
9.29%
−5.39%
3 Years
14.80%
10.81%
5 Years
9.78%
—
Since Inception
14.35%
11.07%
Fund Age
5 yrs 5 mo
5 yrs
AUM
₹95.56 Cr
₹121.08 Cr
Alpha – 1 Year
9.72%
−5.32%
Alpha – 3 Years
6.23%
−2.65%
Information Ratio – 3 Years
0.76
-0.15
Volatility – 1 Year
16.82%
24.51%
Volatility – 3 Years
15.81%
24.85%
Beta – 1 Year
1.02
1.17
Beta – 3 Years
0.98
1.18
Sharpe Ratio – 1 Year
0.29
-0.34
Sharpe Ratio – 3 Years
0.61
0.32
Worst Rolling Year
5.26%
9.88%
Value at Worst Rolling Year
₹1.05 Cr
₹1.10 Cr
Deepest Drawdown
−20.60%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
21.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
M 20% · S 78%
Number of Stocks
59
—
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
—
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%