Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
NJ - Bluechip
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%
−1.21%
6 Months
3.92%
5.09%
1 Year
9.29%
0.26%
3 Years
14.80%
9.53%
5 Years
9.78%
5.40%
Since Inception
14.35%
12.09%
Fund Age
5 yrs 5 mo
8 yrs 5 mo
AUM
₹95.56 Cr
₹1,644.09 Cr
Alpha – 1 Year
9.72%
0.61%
Alpha – 3 Years
6.23%
0.54%
Information Ratio – 3 Years
0.76
0.06
Volatility – 1 Year
16.82%
17.94%
Volatility – 3 Years
15.81%
17.25%
Beta – 1 Year
1.02
1.03
Beta – 3 Years
0.98
1.11
Sharpe Ratio – 1 Year
0.29
-0.20
Sharpe Ratio – 3 Years
0.61
0.31
Worst Rolling Year
5.26%
2.29%
Value at Worst Rolling Year
₹1.05 Cr
₹1.02 Cr
Deepest Drawdown
−20.60%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 49% · M 36% · S 14%
Number of Stocks
59
20
Portfolio P/E
34.30
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%