Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Magadh - Future Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
3.10%
6 Months
3.92%
4.24%
1 Year
9.29%
17.00%
3 Years
14.80%
21.79%
5 Years
9.78%
20.77%
Since Inception
14.35%
20.65%
Fund Age
5 yrs 5 mo
5 yrs
AUM
₹95.56 Cr
₹88.27 Cr
Alpha – 1 Year
9.72%
12.28%
Alpha – 3 Years
6.23%
9.70%
Information Ratio – 3 Years
0.76
1.38
Volatility – 1 Year
16.82%
20.96%
Volatility – 3 Years
15.81%
18.52%
Beta – 1 Year
1.02
1.12
Beta – 3 Years
0.98
1.04
Sharpe Ratio – 1 Year
0.29
0.60
Sharpe Ratio – 3 Years
0.61
1.04
Worst Rolling Year
5.26%
21.72%
Value at Worst Rolling Year
₹1.05 Cr
₹1.22 Cr
Deepest Drawdown
−20.60%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 19% · M 45% · S 35%
Number of Stocks
59
25
Portfolio P/E
34.30
27.45
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%
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.5% / 0% / 0%