Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Sameeksha - Equity Fund
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%
−0.38%
6 Months
3.92%
11.48%
1 Year
9.29%
7.29%
3 Years
14.80%
16.29%
5 Years
9.78%
16.45%
Since Inception
14.35%
20.67%
Fund Age
5 yrs 5 mo
10 yrs 4 mo
AUM
₹95.56 Cr
₹1,333.94 Cr
Alpha – 1 Year
9.72%
2.57%
Alpha – 3 Years
6.23%
4.20%
Information Ratio – 3 Years
0.76
0.52
Volatility – 1 Year
16.82%
21.33%
Volatility – 3 Years
15.81%
16.22%
Beta – 1 Year
1.02
1.18
Beta – 3 Years
0.98
0.93
Sharpe Ratio – 1 Year
0.29
0.18
Sharpe Ratio – 3 Years
0.61
0.69
Worst Rolling Year
5.26%
-0.52%
Value at Worst Rolling Year
₹1.05 Cr
₹0.99 Cr
Deepest Drawdown
−20.60%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
15.62%
25.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
—
Number of Stocks
59
50
Portfolio P/E
34.30
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
—
Fixed Fee
1.75% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 0% / 0%