Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Marcellus - Consistent Compounders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
4.02%
6 Months
3.92%
10.61%
1 Year
9.29%
3.27%
3 Years
14.80%
5.81%
5 Years
9.78%
4.77%
Since Inception
14.35%
12.23%
Fund Age
5 yrs 5 mo
7 yrs 7 mo
AUM
₹95.56 Cr
₹1,666.24 Cr
Alpha – 1 Year
9.72%
3.70%
Alpha – 3 Years
6.23%
−2.76%
Information Ratio – 3 Years
0.76
-0.29
Volatility – 1 Year
16.82%
19.50%
Volatility – 3 Years
15.81%
16.37%
Beta – 1 Year
1.02
1.09
Beta – 3 Years
0.98
1.05
Sharpe Ratio – 1 Year
0.29
-0.02
Sharpe Ratio – 3 Years
0.61
0.10
Worst Rolling Year
5.26%
0.36%
Value at Worst Rolling Year
₹1.05 Cr
₹1.00 Cr
Deepest Drawdown
−20.60%
−23.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.77%
Median Rolling Year
15.62%
8.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 42% · M 32% · S 25%
Number of Stocks
59
—
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%
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
—
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%