Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Purnartha Vision 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%
5.60%
6 Months
3.92%
9.69%
1 Year
9.29%
14.36%
3 Years
14.80%
13.50%
5 Years
9.78%
8.53%
Since Inception
14.35%
11.34%
Fund Age
5 yrs 5 mo
5 yrs 5 mo
AUM
₹95.56 Cr
₹190.75 Cr
Alpha – 1 Year
9.72%
9.64%
Alpha – 3 Years
6.23%
1.41%
Information Ratio – 3 Years
0.76
0.20
Volatility – 1 Year
16.82%
24.59%
Volatility – 3 Years
15.81%
18.73%
Beta – 1 Year
1.02
1.16
Beta – 3 Years
0.98
1.03
Sharpe Ratio – 1 Year
0.29
0.44
Sharpe Ratio – 3 Years
0.61
0.52
Worst Rolling Year
5.26%
8.91%
Value at Worst Rolling Year
₹1.05 Cr
₹1.09 Cr
Deepest Drawdown
−20.60%
−18.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
13.01%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 16% · M 12% · S 39%
Number of Stocks
59
—
Portfolio P/E
34.30
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
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
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%