Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Phillip Capital - Emerging India 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%
3.88%
6 Months
3.92%
18.21%
1 Year
9.29%
11.44%
3 Years
14.80%
9.27%
5 Years
9.78%
10.90%
Since Inception
14.35%
13.08%
Fund Age
5 yrs 5 mo
9 yrs
AUM
₹95.56 Cr
₹29.3 Cr
Alpha – 1 Year
9.72%
6.74%
Alpha – 3 Years
6.23%
−1.95%
Information Ratio – 3 Years
0.76
-0.21
Volatility – 1 Year
16.82%
23.26%
Volatility – 3 Years
15.81%
18.09%
Beta – 1 Year
1.02
1.21
Beta – 3 Years
0.98
0.98
Sharpe Ratio – 1 Year
0.29
0.35
Sharpe Ratio – 3 Years
0.61
0.32
Worst Rolling Year
5.26%
0.11%
Value at Worst Rolling Year
₹1.05 Cr
₹1.00 Cr
Deepest Drawdown
−20.60%
−21.53%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
15.62%
15.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 6% · M 32% · S 55%
Number of Stocks
59
23
Portfolio P/E
34.30
49.89
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%
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%