Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
3.92%
2.17%
1 Year
9.29%
7.07%
3 Years
14.80%
15.12%
5 Years
9.78%
—
Since Inception
14.35%
19.80%
Fund Age
5 yrs 5 mo
7 yrs 3 mo
AUM
₹95.56 Cr
₹7.19 Cr
Alpha – 1 Year
9.72%
7.50%
Alpha – 3 Years
6.23%
6.56%
Information Ratio – 3 Years
0.76
1.22
Volatility – 1 Year
16.82%
19.38%
Volatility – 3 Years
15.81%
16.31%
Beta – 1 Year
1.02
1.18
Beta – 3 Years
0.98
1.13
Sharpe Ratio – 1 Year
0.29
0.17
Sharpe Ratio – 3 Years
0.61
0.62
Worst Rolling Year
5.26%
14.31%
Value at Worst Rolling Year
₹1.05 Cr
₹1.14 Cr
Deepest Drawdown
−20.60%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
L 73% · M 25%
Number of Stocks
59
100
Portfolio P/E
34.30
27.01
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 · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –