Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Invesco - Challengers
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%
1.41%
6 Months
3.92%
13.18%
1 Year
9.29%
2.91%
3 Years
14.80%
14.27%
5 Years
9.78%
—
Since Inception
14.35%
11.83%
Fund Age
5 yrs 5 mo
4 yrs 11 mo
AUM
₹95.56 Cr
₹31.01 Cr
Alpha – 1 Year
9.72%
−1.81%
Alpha – 3 Years
6.23%
2.18%
Information Ratio – 3 Years
0.76
0.24
Volatility – 1 Year
16.82%
18.67%
Volatility – 3 Years
15.81%
17.11%
Beta – 1 Year
1.02
0.97
Beta – 3 Years
0.98
0.95
Sharpe Ratio – 1 Year
0.29
-0.04
Sharpe Ratio – 3 Years
0.61
0.56
Worst Rolling Year
5.26%
12.64%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−20.60%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
17.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 55% · M 33% · S 10%
L 37% · M 30% · S 33%
Number of Stocks
59
26
Portfolio P/E
34.30
54.84
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 · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—