Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
JM Financial - Focus
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%
1.03%
6 Months
3.92%
6.82%
1 Year
9.29%
3.42%
3 Years
14.80%
13.55%
5 Years
9.78%
9.47%
Since Inception
14.35%
15.08%
Fund Age
5 yrs 5 mo
13 yrs 9 mo
AUM
₹95.56 Cr
₹319.05 Cr
Alpha – 1 Year
9.72%
0.44%
Alpha – 3 Years
6.23%
1.66%
Information Ratio – 3 Years
0.76
0.24
Volatility – 1 Year
16.82%
13.79%
Volatility – 3 Years
15.81%
15.92%
Beta – 1 Year
1.02
0.75
Beta – 3 Years
0.98
0.91
Sharpe Ratio – 1 Year
0.29
-0.08
Sharpe Ratio – 3 Years
0.61
0.53
Worst Rolling Year
5.26%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−20.60%
−20.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.62%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
L 63% · M 12% · S 18%
Number of Stocks
59
49
Portfolio P/E
34.30
33.08
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 · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%