Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
TRADESWIFT BROKING-MULTI ASSET
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
0.77%
6 Months
3.92%
11.30%
1 Year
9.29%
5.88%
3 Years
14.80%
—
5 Years
9.78%
—
Since Inception
14.35%
10.85%
Fund Age
5 yrs 5 mo
2 yrs 5 mo
AUM
₹95.56 Cr
₹45.96 Cr
Alpha – 1 Year
9.72%
−0.98%
Alpha – 3 Years
6.23%
—
Information Ratio – 3 Years
0.76
—
Volatility – 1 Year
16.82%
21.88%
Volatility – 3 Years
15.81%
—
Beta – 1 Year
1.02
2.00
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.29
0.12
Sharpe Ratio – 3 Years
0.61
—
Worst Rolling Year
5.26%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−20.60%
−19.87%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.62%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
L 12% · M 4% · S 66%
Number of Stocks
59
39
Portfolio P/E
34.30
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 1%