Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
0.97%
6 Months
3.92%
6.33%
1 Year
9.29%
−0.99%
3 Years
14.80%
6.26%
5 Years
9.78%
6.47%
Since Inception
14.35%
5.18%
Fund Age
5 yrs 5 mo
19 yrs 5 mo
AUM
₹95.56 Cr
₹95.89 Cr
Alpha – 1 Year
9.72%
2.51%
Alpha – 3 Years
6.23%
−2.73%
Information Ratio – 3 Years
0.76
-0.10
Volatility – 1 Year
16.82%
20.93%
Volatility – 3 Years
15.81%
17.77%
Beta – 1 Year
1.02
1.14
Beta – 3 Years
0.98
1.05
Sharpe Ratio – 1 Year
0.29
-0.20
Sharpe Ratio – 3 Years
0.61
0.23
Worst Rolling Year
5.26%
-21.50%
Value at Worst Rolling Year
₹1.05 Cr
₹0.79 Cr
Deepest Drawdown
−20.60%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
15.62%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 55% · M 33% · S 10%
L 77% · M 12% · S 11%
Number of Stocks
59
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%