Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Kotak Pioneer Model Strategy Aggressive
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%
1.96%
6 Months
3.92%
−0.83%
1 Year
9.29%
14.95%
3 Years
14.80%
—
5 Years
9.78%
—
Since Inception
14.35%
15.45%
Fund Age
5 yrs 5 mo
4 yrs 1 mo
AUM
₹95.56 Cr
₹67.74 Cr
Alpha – 1 Year
9.72%
8.24%
Alpha – 3 Years
6.23%
—
Information Ratio – 3 Years
0.76
0.30
Volatility – 1 Year
16.82%
16.48%
Volatility – 3 Years
15.81%
12.47%
Beta – 1 Year
1.02
1.58
Beta – 3 Years
0.98
1.45
Sharpe Ratio – 1 Year
0.29
0.60
Sharpe Ratio – 3 Years
0.61
0.77
Worst Rolling Year
5.26%
13.91%
Value at Worst Rolling Year
₹1.05 Cr
₹1.14 Cr
Deepest Drawdown
−20.60%
−14.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
16.42%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
—
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%
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
—
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –