Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
MRG Capital - Wealth Protector
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%
0.67%
6 Months
3.92%
1.38%
1 Year
9.29%
7.78%
3 Years
14.80%
12.37%
5 Years
9.78%
10.07%
Since Inception
14.35%
13.18%
Fund Age
5 yrs 5 mo
6 yrs 8 mo
AUM
₹95.56 Cr
₹1.13 Cr
Alpha – 1 Year
9.72%
8.13%
Alpha – 3 Years
6.23%
3.37%
Information Ratio – 3 Years
0.76
0.42
Volatility – 1 Year
16.82%
17.12%
Volatility – 3 Years
15.81%
14.65%
Beta – 1 Year
1.02
0.93
Beta – 3 Years
0.98
0.90
Sharpe Ratio – 1 Year
0.29
0.21
Sharpe Ratio – 3 Years
0.61
0.51
Worst Rolling Year
5.26%
10.01%
Value at Worst Rolling Year
₹1.05 Cr
₹1.10 Cr
Deepest Drawdown
−20.60%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
15.34%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 55% · M 33% · S 10%
L 34% · M 14% · S 34%
Number of Stocks
59
43
Portfolio P/E
34.30
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
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%