Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Quest Investment Managers – Flagship
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%
6.42%
6 Months
3.92%
15.63%
1 Year
9.29%
0.27%
3 Years
14.80%
12.69%
5 Years
9.78%
8.81%
Since Inception
14.35%
15.48%
Fund Age
5 yrs 5 mo
18 yrs 10 mo
AUM
₹95.56 Cr
₹406.27 Cr
Alpha – 1 Year
9.72%
−4.45%
Alpha – 3 Years
6.23%
0.61%
Information Ratio – 3 Years
0.76
0.21
Volatility – 1 Year
16.82%
22.89%
Volatility – 3 Years
15.81%
19.09%
Beta – 1 Year
1.02
1.13
Beta – 3 Years
0.98
1.05
Sharpe Ratio – 1 Year
0.29
-0.11
Sharpe Ratio – 3 Years
0.61
0.45
Worst Rolling Year
5.26%
-10.83%
Value at Worst Rolling Year
₹1.05 Cr
₹0.89 Cr
Deepest Drawdown
−20.60%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
15.62%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 28% · M 26% · S 45%
Number of Stocks
59
29
Portfolio P/E
34.30
38.78
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%