Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Right Horizons - Flexi Cap
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%
4.94%
6 Months
3.92%
11.49%
1 Year
9.29%
3.89%
3 Years
14.80%
8.19%
5 Years
9.78%
11.02%
Since Inception
14.35%
10.97%
Fund Age
5 yrs 5 mo
13 yrs 8 mo
AUM
₹95.56 Cr
₹360.51 Cr
Alpha – 1 Year
9.72%
0.91%
Alpha – 3 Years
6.23%
−3.69%
Information Ratio – 3 Years
0.76
-0.18
Volatility – 1 Year
16.82%
23.04%
Volatility – 3 Years
15.81%
19.34%
Beta – 1 Year
1.02
1.26
Beta – 3 Years
0.98
1.17
Sharpe Ratio – 1 Year
0.29
0.04
Sharpe Ratio – 3 Years
0.61
0.30
Worst Rolling Year
5.26%
-8.10%
Value at Worst Rolling Year
₹1.05 Cr
₹0.92 Cr
Deepest Drawdown
−20.60%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
15.62%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 38% · M 28% · S 33%
Number of Stocks
59
29
Portfolio P/E
34.30
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%