Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Right Horizons - Alphabots Midcap 29
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Ambit - caliber
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
3.92%
8.08%
1 Year
9.29%
10.16%
3 Years
14.80%
15.60%
5 Years
9.78%
—
Since Inception
14.35%
19.84%
Fund Age
5 yrs 5 mo
6 yrs 11 mo
AUM
₹95.56 Cr
₹3.18 Cr
Alpha – 1 Year
9.72%
7.18%
Alpha – 3 Years
6.23%
3.72%
Information Ratio – 3 Years
0.76
0.60
Volatility – 1 Year
16.82%
19.93%
Volatility – 3 Years
15.81%
18.09%
Beta – 1 Year
1.02
1.12
Beta – 3 Years
0.98
1.14
Sharpe Ratio – 1 Year
0.29
0.31
Sharpe Ratio – 3 Years
0.61
0.60
Worst Rolling Year
5.26%
14.68%
Value at Worst Rolling Year
₹1.05 Cr
₹1.15 Cr
Deepest Drawdown
−20.60%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
L 31% · M 55% · S 12%
Number of Stocks
59
29
Portfolio P/E
34.30
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –