Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Tamohara - TRUFFLE
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%
8.72%
6 Months
3.92%
28.59%
1 Year
9.29%
28.02%
3 Years
14.80%
18.67%
5 Years
9.78%
17.18%
Since Inception
14.35%
20.03%
Fund Age
5 yrs 5 mo
5 yrs 4 mo
AUM
₹95.56 Cr
₹221.27 Cr
Alpha – 1 Year
9.72%
28.37%
Alpha – 3 Years
6.23%
9.68%
Information Ratio – 3 Years
0.76
0.87
Volatility – 1 Year
16.82%
22.32%
Volatility – 3 Years
15.81%
17.88%
Beta – 1 Year
1.02
1.03
Beta – 3 Years
0.98
0.95
Sharpe Ratio – 1 Year
0.29
0.99
Sharpe Ratio – 3 Years
0.61
0.81
Worst Rolling Year
5.26%
13.69%
Value at Worst Rolling Year
₹1.05 Cr
₹1.14 Cr
Deepest Drawdown
−20.60%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 19% · M 4% · S 74%
Number of Stocks
59
29
Portfolio P/E
34.30
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –