Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Motilal Oswal - NTDOP
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%
3.69%
6 Months
3.92%
8.66%
1 Year
9.29%
4.44%
3 Years
14.80%
14.48%
5 Years
9.78%
8.94%
Since Inception
14.35%
14.23%
Fund Age
5 yrs 5 mo
18 yrs 11 mo
AUM
₹95.56 Cr
₹4,562.38 Cr
Alpha – 1 Year
9.72%
1.46%
Alpha – 3 Years
6.23%
2.60%
Information Ratio – 3 Years
0.76
0.08
Volatility – 1 Year
16.82%
20.33%
Volatility – 3 Years
15.81%
19.22%
Beta – 1 Year
1.02
1.12
Beta – 3 Years
0.98
1.12
Sharpe Ratio – 1 Year
0.29
0.00
Sharpe Ratio – 3 Years
0.61
0.51
Worst Rolling Year
5.26%
-6.78%
Value at Worst Rolling Year
₹1.05 Cr
₹0.93 Cr
Deepest Drawdown
−20.60%
−26.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.01%
Median Rolling Year
15.62%
15.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 16% · M 42% · S 38%
Number of Stocks
59
33
Portfolio P/E
34.30
40.71
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%
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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%