Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Ksema - Alpha
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%
1.08%
6 Months
3.92%
1.74%
1 Year
9.29%
10.49%
3 Years
14.80%
12.80%
5 Years
9.78%
12.91%
Since Inception
14.35%
15.37%
Fund Age
5 yrs 5 mo
7 yrs 7 mo
AUM
₹95.56 Cr
₹15.96 Cr
Alpha – 1 Year
9.72%
10.84%
Alpha – 3 Years
6.23%
3.80%
Information Ratio – 3 Years
0.76
0.47
Volatility – 1 Year
16.82%
19.22%
Volatility – 3 Years
15.81%
17.53%
Beta – 1 Year
1.02
1.18
Beta – 3 Years
0.98
1.15
Sharpe Ratio – 1 Year
0.29
0.34
Sharpe Ratio – 3 Years
0.61
0.48
Worst Rolling Year
5.26%
12.46%
Value at Worst Rolling Year
₹1.05 Cr
₹1.12 Cr
Deepest Drawdown
−20.60%
−19.38%
Recovery Period
Not yet recovered
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
18.63%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 64% · M 15% · S 21%
Number of Stocks
59
38
Portfolio P/E
34.30
24.65
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%
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%