Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
3.92%
2.04%
1 Year
9.29%
13.04%
3 Years
14.80%
15.74%
5 Years
9.78%
14.15%
Since Inception
14.35%
15.13%
Fund Age
5 yrs 5 mo
14 yrs 1 mo
AUM
₹95.56 Cr
₹850.7 Cr
Alpha – 1 Year
9.72%
13.39%
Alpha – 3 Years
6.23%
6.74%
Information Ratio – 3 Years
0.76
1.02
Volatility – 1 Year
16.82%
18.01%
Volatility – 3 Years
15.81%
15.42%
Beta – 1 Year
1.02
1.04
Beta – 3 Years
0.98
0.99
Sharpe Ratio – 1 Year
0.29
0.48
Sharpe Ratio – 3 Years
0.61
0.76
Worst Rolling Year
5.26%
-19.06%
Value at Worst Rolling Year
₹1.05 Cr
₹0.81 Cr
Deepest Drawdown
−20.60%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
15.62%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 55% · M 33% · S 10%
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%
2% / 1% / 0%