Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
ORO - All Weather Portfolio
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%
−0.19%
6 Months
3.92%
−0.42%
1 Year
9.29%
−4.58%
3 Years
14.80%
16.32%
5 Years
9.78%
13.17%
Since Inception
14.35%
13.94%
Fund Age
5 yrs 5 mo
6 yrs 6 mo
AUM
₹95.56 Cr
₹13.16 Cr
Alpha – 1 Year
9.72%
−7.56%
Alpha – 3 Years
6.23%
4.42%
Information Ratio – 3 Years
0.76
0.49
Volatility – 1 Year
16.82%
16.90%
Volatility – 3 Years
15.81%
17.54%
Beta – 1 Year
1.02
0.86
Beta – 3 Years
0.98
0.99
Sharpe Ratio – 1 Year
0.29
-0.52
Sharpe Ratio – 3 Years
0.61
0.69
Worst Rolling Year
5.26%
3.91%
Value at Worst Rolling Year
₹1.05 Cr
₹1.04 Cr
Deepest Drawdown
−20.60%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 66% · M 23%
Number of Stocks
59
20
Portfolio P/E
34.30
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%