Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Ksema - Multicap
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Ksema - Multicap
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%
0.82%
6 Months
3.92%
2.65%
1 Year
9.29%
10.76%
3 Years
14.80%
12.77%
5 Years
9.78%
14.58%
Since Inception
14.35%
17.50%
Fund Age
5 yrs 5 mo
7 yrs 7 mo
AUM
₹95.56 Cr
₹83.87 Cr
Alpha – 1 Year
9.72%
11.11%
Alpha – 3 Years
6.23%
3.77%
Information Ratio – 3 Years
0.76
0.46
Volatility – 1 Year
16.82%
18.53%
Volatility – 3 Years
15.81%
17.03%
Beta – 1 Year
1.02
1.11
Beta – 3 Years
0.98
1.11
Sharpe Ratio – 1 Year
0.29
0.36
Sharpe Ratio – 3 Years
0.61
0.48
Worst Rolling Year
5.26%
12.58%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−20.60%
−20.55%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
20.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 54% · M 18% · S 28%
Number of Stocks
59
51
Portfolio P/E
34.30
23.77
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 · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
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%