Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Phillip Capital - Signature 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%
3.08%
6 Months
3.92%
14.24%
1 Year
9.29%
9.21%
3 Years
14.80%
8.31%
5 Years
9.78%
7.74%
Since Inception
14.35%
11.80%
Fund Age
5 yrs 5 mo
10 yrs 3 mo
AUM
₹95.56 Cr
₹251.07 Cr
Alpha – 1 Year
9.72%
4.51%
Alpha – 3 Years
6.23%
−2.91%
Information Ratio – 3 Years
0.76
-0.50
Volatility – 1 Year
16.82%
21.09%
Volatility – 3 Years
15.81%
15.86%
Beta – 1 Year
1.02
1.13
Beta – 3 Years
0.98
0.93
Sharpe Ratio – 1 Year
0.29
0.27
Sharpe Ratio – 3 Years
0.61
0.26
Worst Rolling Year
5.26%
-3.45%
Value at Worst Rolling Year
₹1.05 Cr
₹0.97 Cr
Deepest Drawdown
−20.60%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
15.62%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 30% · M 32% · S 34%
Number of Stocks
59
28
Portfolio P/E
34.30
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
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%