Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
1.32%
6 Months
3.92%
3.83%
1 Year
9.29%
9.77%
3 Years
14.80%
13.19%
5 Years
9.78%
12.01%
Since Inception
14.35%
14.38%
Fund Age
5 yrs 5 mo
6 yrs 8 mo
AUM
₹95.56 Cr
₹42.66 Cr
Alpha – 1 Year
9.72%
3.80%
Alpha – 3 Years
6.23%
2.30%
Information Ratio – 3 Years
0.76
0.23
Volatility – 1 Year
16.82%
15.84%
Volatility – 3 Years
15.81%
12.64%
Beta – 1 Year
1.02
1.56
Beta – 3 Years
0.98
1.48
Sharpe Ratio – 1 Year
0.29
0.32
Sharpe Ratio – 3 Years
0.61
0.70
Worst Rolling Year
5.26%
9.09%
Value at Worst Rolling Year
₹1.05 Cr
₹1.09 Cr
Deepest Drawdown
−20.60%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 37% · M 21% · S 27%
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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% / 0%