Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Samvitti-PMS Long Term Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
7.49%
6 Months
3.92%
27.88%
1 Year
9.29%
29.03%
3 Years
14.80%
18.18%
5 Years
9.78%
15.45%
Since Inception
14.35%
16.74%
Fund Age
5 yrs 5 mo
10 yrs 9 mo
AUM
₹95.56 Cr
₹245.99 Cr
Alpha – 1 Year
9.72%
24.31%
Alpha – 3 Years
6.23%
6.09%
Information Ratio – 3 Years
0.76
0.49
Volatility – 1 Year
16.82%
21.97%
Volatility – 3 Years
15.81%
17.89%
Beta – 1 Year
1.02
1.05
Beta – 3 Years
0.98
0.93
Sharpe Ratio – 1 Year
0.29
1.03
Sharpe Ratio – 3 Years
0.61
0.70
Worst Rolling Year
5.26%
1.53%
Value at Worst Rolling Year
₹1.05 Cr
₹1.02 Cr
Deepest Drawdown
−20.60%
−20.27%
Recovery Period
Not yet recovered
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 36% · M 27% · S 36%
Number of Stocks
59
44
Portfolio P/E
34.30
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%