Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs JM Financial - Growth and Value
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
JM Financial - Growth and Value
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%
2.34%
6 Months
3.92%
5.38%
1 Year
9.29%
1.65%
3 Years
14.80%
13.13%
5 Years
9.78%
8.52%
Since Inception
14.35%
13.45%
Fund Age
5 yrs 5 mo
21 yrs 4 mo
AUM
₹95.56 Cr
₹79.74 Cr
Alpha – 1 Year
9.72%
2.08%
Alpha – 3 Years
6.23%
4.56%
Information Ratio – 3 Years
0.76
0.46
Volatility – 1 Year
16.82%
14.11%
Volatility – 3 Years
15.81%
16.18%
Beta – 1 Year
1.02
0.81
Beta – 3 Years
0.98
0.93
Sharpe Ratio – 1 Year
0.29
-0.20
Sharpe Ratio – 3 Years
0.61
0.50
Worst Rolling Year
5.26%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−20.60%
−20.69%
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 70% · M 8% · S 16%
Number of Stocks
59
35
Portfolio P/E
34.30
35.19
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%
ICICI Bank Ltd · 6.67%
HDFC Bank Ltd · 5.98%
Divis Laboratories Ltd · 5.75%
Infosys Ltd · 5.49%
Pidilite Industries Ltd · 5.45%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Capital Goods · 24.56%
Financial Services · 21.72%
Healthcare · 14.99%
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%