Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
0.53%
6 Months
3.92%
5.22%
1 Year
9.29%
8.94%
3 Years
14.80%
10.33%
5 Years
9.78%
10.77%
Since Inception
14.35%
10.49%
Fund Age
5 yrs 5 mo
9 yrs 9 mo
AUM
₹95.56 Cr
₹67.62 Cr
Alpha – 1 Year
9.72%
−0.44%
Alpha – 3 Years
6.23%
0.76%
Information Ratio – 3 Years
0.76
0.44
Volatility – 1 Year
16.82%
2.31%
Volatility – 3 Years
15.81%
1.38%
Beta – 1 Year
1.02
0.41
Beta – 3 Years
0.98
0.46
Sharpe Ratio – 1 Year
0.29
1.46
Sharpe Ratio – 3 Years
0.61
3.36
Worst Rolling Year
5.26%
9.87%
Value at Worst Rolling Year
₹1.05 Cr
₹1.10 Cr
Deepest Drawdown
−20.60%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
10.78%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
—
Number of Stocks
59
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Others · 99.75%
Government · 0.23%
Fixed Fee
1.75% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%