Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
MOAT - Moderate Compounders
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%
2.75%
6 Months
3.92%
8.17%
1 Year
9.29%
3.28%
3 Years
14.80%
8.41%
5 Years
9.78%
12.53%
Since Inception
14.35%
11.01%
Fund Age
5 yrs 5 mo
12 yrs 9 mo
AUM
₹95.56 Cr
₹16.57 Cr
Alpha – 1 Year
9.72%
−1.44%
Alpha – 3 Years
6.23%
−3.68%
Information Ratio – 3 Years
0.76
-0.32
Volatility – 1 Year
16.82%
20.74%
Volatility – 3 Years
15.81%
17.91%
Beta – 1 Year
1.02
1.13
Beta – 3 Years
0.98
1.09
Sharpe Ratio – 1 Year
0.29
0.00
Sharpe Ratio – 3 Years
0.61
0.32
Worst Rolling Year
5.26%
-16.89%
Value at Worst Rolling Year
₹1.05 Cr
₹0.83 Cr
Deepest Drawdown
−20.60%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
15.62%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
Market-Cap Mix
L 55% · M 33% · S 10%
—
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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%