Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
0.36%
6 Months
3.92%
5.01%
1 Year
9.29%
−5.33%
3 Years
14.80%
1.25%
5 Years
9.78%
−1.56%
Since Inception
14.35%
10.94%
Fund Age
5 yrs 5 mo
6 yrs 11 mo
AUM
₹95.56 Cr
₹122.91 Cr
Alpha – 1 Year
9.72%
−8.31%
Alpha – 3 Years
6.23%
−10.64%
Information Ratio – 3 Years
0.76
-0.98
Volatility – 1 Year
16.82%
16.35%
Volatility – 3 Years
15.81%
16.88%
Beta – 1 Year
1.02
0.87
Beta – 3 Years
0.98
0.86
Sharpe Ratio – 1 Year
0.29
-0.59
Sharpe Ratio – 3 Years
0.61
-0.17
Worst Rolling Year
5.26%
-5.79%
Value at Worst Rolling Year
₹1.05 Cr
₹0.94 Cr
Deepest Drawdown
−20.60%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
15.62%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 55% · M 33% · S 10%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
—
Fixed Fee
1.75% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%