Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
3.93%
6 Months
3.92%
25.32%
1 Year
9.29%
18.21%
3 Years
14.80%
32.70%
5 Years
9.78%
23.63%
Since Inception
14.35%
28.38%
Fund Age
5 yrs 5 mo
7 yrs 10 mo
AUM
₹95.56 Cr
₹8,686.39 Cr
Alpha – 1 Year
9.72%
13.49%
Alpha – 3 Years
6.23%
20.61%
Information Ratio – 3 Years
0.76
1.92
Volatility – 1 Year
16.82%
22.97%
Volatility – 3 Years
15.81%
19.40%
Beta – 1 Year
1.02
1.12
Beta – 3 Years
0.98
0.98
Sharpe Ratio – 1 Year
0.29
0.61
Sharpe Ratio – 3 Years
0.61
1.30
Worst Rolling Year
5.26%
17.00%
Value at Worst Rolling Year
₹1.05 Cr
₹1.17 Cr
Deepest Drawdown
−20.60%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 37% · M 30% · S 25%
Number of Stocks
59
43
Portfolio P/E
34.30
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%