Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Magadh - Value for Growth
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Magadh - Value for Growth
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%
1.29%
6 Months
3.92%
−4.12%
1 Year
9.29%
1.97%
3 Years
14.80%
12.30%
5 Years
9.78%
12.28%
Since Inception
14.35%
12.08%
Fund Age
5 yrs 5 mo
5 yrs
AUM
₹95.56 Cr
₹27.16 Cr
Alpha – 1 Year
9.72%
−2.75%
Alpha – 3 Years
6.23%
0.21%
Information Ratio – 3 Years
0.76
0.08
Volatility – 1 Year
16.82%
18.26%
Volatility – 3 Years
15.81%
15.26%
Beta – 1 Year
1.02
1.01
Beta – 3 Years
0.98
0.92
Sharpe Ratio – 1 Year
0.29
-0.09
Sharpe Ratio – 3 Years
0.61
0.53
Worst Rolling Year
5.26%
12.19%
Value at Worst Rolling Year
₹1.05 Cr
₹1.12 Cr
Deepest Drawdown
−20.60%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
21.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 41% · M 28% · S 30%
Number of Stocks
59
27
Portfolio P/E
34.30
24.88
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%
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%