Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Ambit - caliber
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
3.92%
−1.13%
1 Year
9.29%
6.59%
3 Years
14.80%
20.44%
5 Years
9.78%
16.17%
Since Inception
14.35%
13.07%
Fund Age
5 yrs 5 mo
15 yrs 3 mo
AUM
₹95.56 Cr
—
Alpha – 1 Year
9.72%
6.87%
Alpha – 3 Years
6.23%
9.23%
Information Ratio – 3 Years
0.76
1.61
Volatility – 1 Year
16.82%
20.58%
Volatility – 3 Years
15.81%
16.59%
Beta – 1 Year
1.02
1.21
Beta – 3 Years
0.98
1.13
Sharpe Ratio – 1 Year
0.29
0.15
Sharpe Ratio – 3 Years
0.61
0.90
Worst Rolling Year
5.26%
13.98%
Value at Worst Rolling Year
₹1.05 Cr
₹1.14 Cr
Deepest Drawdown
−20.60%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 73% · M 20% · S 7%
Number of Stocks
59
23
Portfolio P/E
34.30
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 1% / 0.5%