Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
3.29%
6 Months
3.92%
14.68%
1 Year
9.29%
11.65%
3 Years
14.80%
7.09%
5 Years
9.78%
8.41%
Since Inception
14.35%
10.45%
Fund Age
5 yrs 5 mo
10 yrs 5 mo
AUM
₹95.56 Cr
₹24.48 Cr
Alpha – 1 Year
9.72%
12.00%
Alpha – 3 Years
6.23%
−1.90%
Information Ratio – 3 Years
0.76
-0.12
Volatility – 1 Year
16.82%
20.48%
Volatility – 3 Years
15.81%
16.32%
Beta – 1 Year
1.02
1.11
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
0.29
0.36
Sharpe Ratio – 3 Years
0.61
0.15
Worst Rolling Year
5.26%
-5.06%
Value at Worst Rolling Year
₹1.05 Cr
₹0.95 Cr
Deepest Drawdown
−20.60%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
15.62%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 41% · M 5% · S 35%
Number of Stocks
59
31
Portfolio P/E
34.30
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –