Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
7.67%
6 Months
3.92%
27.70%
1 Year
9.29%
47.52%
3 Years
14.80%
23.98%
5 Years
9.78%
15.87%
Since Inception
14.35%
18.55%
Fund Age
5 yrs 5 mo
16 yrs 2 mo
AUM
₹95.56 Cr
₹1,022.92 Cr
Alpha – 1 Year
9.72%
42.80%
Alpha – 3 Years
6.23%
11.89%
Information Ratio – 3 Years
0.76
1.12
Volatility – 1 Year
16.82%
28.29%
Volatility – 3 Years
15.81%
20.76%
Beta – 1 Year
1.02
1.36
Beta – 3 Years
0.98
1.07
Sharpe Ratio – 1 Year
0.29
1.33
Sharpe Ratio – 3 Years
0.61
0.99
Worst Rolling Year
5.26%
-4.58%
Value at Worst Rolling Year
₹1.05 Cr
₹0.95 Cr
Deepest Drawdown
−20.60%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
15.62%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 22% · M 32% · S 42%
Number of Stocks
59
26
Portfolio P/E
34.30
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%