Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs MRG Capital - Wealth Enhancer
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
MRG Capital - Wealth Enhancer
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%
0.31%
6 Months
3.92%
−0.02%
1 Year
9.29%
9.16%
3 Years
14.80%
15.25%
5 Years
9.78%
10.25%
Since Inception
14.35%
11.62%
Fund Age
5 yrs 5 mo
7 yrs 3 mo
AUM
₹95.56 Cr
₹55.42 Cr
Alpha – 1 Year
9.72%
9.51%
Alpha – 3 Years
6.23%
6.25%
Information Ratio – 3 Years
0.76
0.85
Volatility – 1 Year
16.82%
16.48%
Volatility – 3 Years
15.81%
14.29%
Beta – 1 Year
1.02
0.90
Beta – 3 Years
0.98
0.91
Sharpe Ratio – 1 Year
0.29
0.29
Sharpe Ratio – 3 Years
0.61
0.70
Worst Rolling Year
5.26%
4.67%
Value at Worst Rolling Year
₹1.05 Cr
₹1.05 Cr
Deepest Drawdown
−20.60%
−15.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
13.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 43% · M 13% · S 23%
Number of Stocks
59
89
Portfolio P/E
34.30
32.47
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%
Mahindra & Mahindra Ltd · 11.76%
ICICI Pru Silver ETF · 9.36%
Reliance Industries Ltd · 5.46%
Cash & Cash Equivalent · 4.95%
Nippon India ETF Gold BeES · 3.01%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%