Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
3.92%
19.55%
1 Year
9.29%
11.69%
3 Years
14.80%
15.46%
5 Years
9.78%
—
Since Inception
14.35%
23.05%
Fund Age
5 yrs 5 mo
3 yrs 4 mo
AUM
₹95.56 Cr
₹95.08 Cr
Alpha – 1 Year
9.72%
8.71%
Alpha – 3 Years
6.23%
3.58%
Information Ratio – 3 Years
0.76
0.52
Volatility – 1 Year
16.82%
27.25%
Volatility – 3 Years
15.81%
23.29%
Beta – 1 Year
1.02
1.44
Beta – 3 Years
0.98
1.22
Sharpe Ratio – 1 Year
0.29
0.33
Sharpe Ratio – 3 Years
0.61
0.66
Worst Rolling Year
5.26%
15.47%
Value at Worst Rolling Year
₹1.05 Cr
₹1.15 Cr
Deepest Drawdown
−20.60%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
17.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
—
Number of Stocks
59
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
—
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%