Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs MRG Capital - Wealth Maximizer
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Ambit - caliber
MRG Capital - Wealth Maximizer
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%
−0.03%
6 Months
3.92%
1.95%
1 Year
9.29%
9.19%
3 Years
14.80%
16.93%
5 Years
9.78%
11.74%
Since Inception
14.35%
12.55%
Fund Age
5 yrs 5 mo
7 yrs 3 mo
AUM
₹95.56 Cr
₹17.39 Cr
Alpha – 1 Year
9.72%
9.54%
Alpha – 3 Years
6.23%
7.93%
Information Ratio – 3 Years
0.76
0.83
Volatility – 1 Year
16.82%
16.46%
Volatility – 3 Years
15.81%
13.48%
Beta – 1 Year
1.02
0.82
Beta – 3 Years
0.98
0.74
Sharpe Ratio – 1 Year
0.29
0.29
Sharpe Ratio – 3 Years
0.61
0.84
Worst Rolling Year
5.26%
3.01%
Value at Worst Rolling Year
₹1.05 Cr
₹1.03 Cr
Deepest Drawdown
−20.60%
−16.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
16.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 27% · M 18% · S 26%
Number of Stocks
59
53
Portfolio P/E
34.30
33.46
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%
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
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%