Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Motilal Oswal - Ethical
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%
1.53%
6 Months
3.92%
18.13%
1 Year
9.29%
13.15%
3 Years
14.80%
14.12%
5 Years
9.78%
11.96%
Since Inception
14.35%
13.25%
Fund Age
5 yrs 5 mo
5 yrs 1 mo
AUM
₹95.56 Cr
₹77.09 Cr
Alpha – 1 Year
9.72%
10.17%
Alpha – 3 Years
6.23%
2.24%
Information Ratio – 3 Years
0.76
0.36
Volatility – 1 Year
16.82%
23.76%
Volatility – 3 Years
15.81%
19.81%
Beta – 1 Year
1.02
1.23
Beta – 3 Years
0.98
1.14
Sharpe Ratio – 1 Year
0.29
0.40
Sharpe Ratio – 3 Years
0.61
0.50
Worst Rolling Year
5.26%
8.04%
Value at Worst Rolling Year
₹1.05 Cr
₹1.08 Cr
Deepest Drawdown
−20.60%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 28% · M 28% · S 44%
Number of Stocks
59
20
Portfolio P/E
34.30
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%