Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Solidarity Advisors - Prudence
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%
8.45%
6 Months
3.92%
29.49%
1 Year
9.29%
37.09%
3 Years
14.80%
18.49%
5 Years
9.78%
12.39%
Since Inception
14.35%
18.64%
Fund Age
5 yrs 5 mo
10 yrs 3 mo
AUM
₹95.56 Cr
₹1,760.35 Cr
Alpha – 1 Year
9.72%
32.37%
Alpha – 3 Years
6.23%
6.40%
Information Ratio – 3 Years
0.76
0.52
Volatility – 1 Year
16.82%
25.02%
Volatility – 3 Years
15.81%
18.27%
Beta – 1 Year
1.02
1.22
Beta – 3 Years
0.98
0.89
Sharpe Ratio – 1 Year
0.29
1.18
Sharpe Ratio – 3 Years
0.61
0.74
Worst Rolling Year
5.26%
-0.28%
Value at Worst Rolling Year
₹1.05 Cr
₹1.00 Cr
Deepest Drawdown
−20.60%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
15.62%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 11% · S 71%
Number of Stocks
59
13
Portfolio P/E
34.30
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%