Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Karma - Wealth Builder
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%
4.30%
6 Months
3.92%
9.50%
1 Year
9.29%
10.30%
3 Years
14.80%
13.40%
5 Years
9.78%
13.85%
Since Inception
14.35%
12.90%
Fund Age
5 yrs 5 mo
19 yrs 8 mo
AUM
₹95.56 Cr
₹295.65 Cr
Alpha – 1 Year
9.72%
5.60%
Alpha – 3 Years
6.23%
1.30%
Information Ratio – 3 Years
0.76
0.46
Volatility – 1 Year
16.82%
20.18%
Volatility – 3 Years
15.81%
17.30%
Beta – 1 Year
1.02
1.09
Beta – 3 Years
0.98
1.05
Sharpe Ratio – 1 Year
0.29
0.32
Sharpe Ratio – 3 Years
0.61
0.49
Worst Rolling Year
5.26%
-20.52%
Value at Worst Rolling Year
₹1.05 Cr
₹0.79 Cr
Deepest Drawdown
−20.60%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
15.62%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 55% · M 33% · S 10%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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%
1% / – / –