Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
3.92%
15.63%
1 Year
9.29%
20.01%
3 Years
14.80%
17.10%
5 Years
9.78%
15.64%
Since Inception
14.35%
13.05%
Fund Age
5 yrs 5 mo
8 yrs 11 mo
AUM
₹95.56 Cr
₹46.46 Cr
Alpha – 1 Year
9.72%
15.29%
Alpha – 3 Years
6.23%
5.01%
Information Ratio – 3 Years
0.76
0.88
Volatility – 1 Year
16.82%
20.61%
Volatility – 3 Years
15.81%
19.98%
Beta – 1 Year
1.02
0.94
Beta – 3 Years
0.98
1.02
Sharpe Ratio – 1 Year
0.29
0.73
Sharpe Ratio – 3 Years
0.61
0.85
Worst Rolling Year
5.26%
-3.76%
Value at Worst Rolling Year
₹1.05 Cr
₹0.96 Cr
Deepest Drawdown
−20.60%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
15.62%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 27% · M 34% · S 33%
Number of Stocks
59
25
Portfolio P/E
34.30
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%