Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
PGIM India - Phoenix 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%
3.66%
6 Months
3.92%
18.51%
1 Year
9.29%
2.32%
3 Years
14.80%
8.56%
5 Years
9.78%
13.23%
Since Inception
14.35%
12.52%
Fund Age
5 yrs 5 mo
10 yrs
AUM
₹95.56 Cr
₹60.22 Cr
Alpha – 1 Year
9.72%
2.67%
Alpha – 3 Years
6.23%
−0.44%
Information Ratio – 3 Years
0.76
-0.03
Volatility – 1 Year
16.82%
27.56%
Volatility – 3 Years
15.81%
21.93%
Beta – 1 Year
1.02
1.33
Beta – 3 Years
0.98
1.17
Sharpe Ratio – 1 Year
0.29
0.01
Sharpe Ratio – 3 Years
0.61
0.24
Worst Rolling Year
5.26%
-13.90%
Value at Worst Rolling Year
₹1.05 Cr
₹0.86 Cr
Deepest Drawdown
−20.60%
−31.68%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.20%
Median Rolling Year
15.62%
15.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
M 3% · S 93%
Number of Stocks
59
26
Portfolio P/E
34.30
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%