Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Piper Serica Advisors - Leader 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%
3.10%
6 Months
3.92%
24.70%
1 Year
9.29%
21.80%
3 Years
14.80%
16.46%
5 Years
9.78%
12.29%
Since Inception
14.35%
17.31%
Fund Age
5 yrs 5 mo
7 yrs 2 mo
AUM
₹95.56 Cr
₹328.39 Cr
Alpha – 1 Year
9.72%
22.15%
Alpha – 3 Years
6.23%
7.46%
Information Ratio – 3 Years
0.76
1.55
Volatility – 1 Year
16.82%
22.56%
Volatility – 3 Years
15.81%
18.01%
Beta – 1 Year
1.02
1.10
Beta – 3 Years
0.98
0.98
Sharpe Ratio – 1 Year
0.29
0.85
Sharpe Ratio – 3 Years
0.61
1.07
Worst Rolling Year
5.26%
7.49%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−20.60%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
—
Number of Stocks
59
16
Portfolio P/E
34.30
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 1%