Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Right Horizons - Alliance
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%
1.80%
6 Months
3.92%
2.80%
1 Year
9.29%
4.89%
3 Years
14.80%
12.23%
5 Years
9.78%
10.64%
Since Inception
14.35%
8.93%
Fund Age
5 yrs 5 mo
12 yrs
AUM
₹95.56 Cr
₹134.76 Cr
Alpha – 1 Year
9.72%
−1.08%
Alpha – 3 Years
6.23%
1.34%
Information Ratio – 3 Years
0.76
0.07
Volatility – 1 Year
16.82%
10.79%
Volatility – 3 Years
15.81%
9.62%
Beta – 1 Year
1.02
1.04
Beta – 3 Years
0.98
1.10
Sharpe Ratio – 1 Year
0.29
-0.01
Sharpe Ratio – 3 Years
0.61
0.69
Worst Rolling Year
5.26%
0.05%
Value at Worst Rolling Year
₹1.05 Cr
₹1.00 Cr
Deepest Drawdown
−20.60%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
15.62%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 50% · M 11% · S 8%
Number of Stocks
59
33
Portfolio P/E
34.30
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
1.75% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –