Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
0.50%
6 Months
3.92%
2.02%
1 Year
9.29%
0.60%
3 Years
14.80%
8.21%
5 Years
9.78%
5.75%
Since Inception
14.35%
9.73%
Fund Age
5 yrs 5 mo
6 yrs
AUM
₹95.56 Cr
₹128.19 Cr
Alpha – 1 Year
9.72%
1.03%
Alpha – 3 Years
6.23%
−0.36%
Information Ratio – 3 Years
0.76
0.12
Volatility – 1 Year
16.82%
19.24%
Volatility – 3 Years
15.81%
14.76%
Beta – 1 Year
1.02
1.13
Beta – 3 Years
0.98
0.95
Sharpe Ratio – 1 Year
0.29
-0.16
Sharpe Ratio – 3 Years
0.61
0.24
Worst Rolling Year
5.26%
0.20%
Value at Worst Rolling Year
₹1.05 Cr
₹1.00 Cr
Deepest Drawdown
−20.60%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
15.62%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
—
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%