Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs NAFA - Small Cap
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
NAFA - Small Cap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
1.33%
6 Months
3.92%
9.10%
1 Year
9.29%
−3.87%
3 Years
14.80%
5.03%
5 Years
9.78%
11.30%
Since Inception
14.35%
15.74%
Fund Age
5 yrs 5 mo
7 yrs 5 mo
AUM
₹95.56 Cr
₹51.79 Cr
Alpha – 1 Year
9.72%
−5.73%
Alpha – 3 Years
6.23%
−7.05%
Information Ratio – 3 Years
0.76
-0.47
Volatility – 1 Year
16.82%
25.89%
Volatility – 3 Years
15.81%
20.56%
Beta – 1 Year
1.02
1.37
Beta – 3 Years
0.98
1.17
Sharpe Ratio – 1 Year
0.29
-0.24
Sharpe Ratio – 3 Years
0.61
0.08
Worst Rolling Year
5.26%
5.04%
Value at Worst Rolling Year
₹1.05 Cr
₹1.05 Cr
Deepest Drawdown
−20.60%
−31.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
24.17%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
M 6% · S 89%
Number of Stocks
59
35
Portfolio P/E
34.30
23.62
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%
Pradeep Metals Ltd · 9.56%
Cash & Cash Equivalent · 6.48%
Canara Robeco Asset Management Company Ltd · 6.41%
City Union Bank Ltd · 5.77%
Rajratan Global Wire Ltd · 5.22%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 23.68%
Automobile and Auto Components · 19.33%
Capital Goods · 14.47%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%