Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Renaissance - Midcap 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%
3.30%
6 Months
3.92%
9.86%
1 Year
9.29%
0.86%
3 Years
14.80%
8.29%
5 Years
9.78%
15.11%
Since Inception
14.35%
11.40%
Fund Age
5 yrs 5 mo
8 yrs 7 mo
AUM
₹95.56 Cr
₹119.22 Cr
Alpha – 1 Year
9.72%
1.21%
Alpha – 3 Years
6.23%
−0.71%
Information Ratio – 3 Years
0.76
-0.05
Volatility – 1 Year
16.82%
21.27%
Volatility – 3 Years
15.81%
19.22%
Beta – 1 Year
1.02
1.20
Beta – 3 Years
0.98
1.19
Sharpe Ratio – 1 Year
0.29
-0.10
Sharpe Ratio – 3 Years
0.61
0.25
Worst Rolling Year
5.26%
0.71%
Value at Worst Rolling Year
₹1.05 Cr
₹1.01 Cr
Deepest Drawdown
−20.60%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
15.62%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 2% · M 52% · S 44%
Number of Stocks
59
33
Portfolio P/E
34.30
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%