Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Prabhudas-Aqua Strategy
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Prabhudas-Aqua Strategy
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%
−0.63%
6 Months
3.92%
8.65%
1 Year
9.29%
10.66%
3 Years
14.80%
—
5 Years
9.78%
—
Since Inception
14.35%
22.10%
Fund Age
5 yrs 5 mo
2 yrs 7 mo
AUM
₹95.56 Cr
₹374.18 Cr
Alpha – 1 Year
9.72%
2.92%
Alpha – 3 Years
6.23%
—
Information Ratio – 3 Years
0.76
—
Volatility – 1 Year
16.82%
10.32%
Volatility – 3 Years
15.81%
—
Beta – 1 Year
1.02
0.27
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.29
0.50
Sharpe Ratio – 3 Years
0.61
—
Worst Rolling Year
5.26%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−20.60%
−8.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.62%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
L 49% · M 41% · S 9%
Number of Stocks
59
37
Portfolio P/E
34.30
19.24
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%
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
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%