Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Mansi share-seven islands PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.17%
2.10%
6 Months
3.92%
29.13%
1 Year
9.29%
20.96%
3 Years
14.80%
17.22%
5 Years
9.78%
—
Since Inception
14.35%
23.59%
Fund Age
5 yrs 5 mo
3 yrs 7 mo
AUM
₹95.56 Cr
₹147.56 Cr
Alpha – 1 Year
9.72%
16.24%
Alpha – 3 Years
6.23%
5.13%
Information Ratio – 3 Years
0.76
0.33
Volatility – 1 Year
16.82%
30.80%
Volatility – 3 Years
15.81%
25.65%
Beta – 1 Year
1.02
1.54
Beta – 3 Years
0.98
1.41
Sharpe Ratio – 1 Year
0.29
0.58
Sharpe Ratio – 3 Years
0.61
0.54
Worst Rolling Year
5.26%
15.38%
Value at Worst Rolling Year
₹1.05 Cr
₹1.15 Cr
Deepest Drawdown
−20.60%
−28.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
21.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
L 63% · M 11% · S 17%
Number of Stocks
59
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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%