Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Unifi BCAD-2-BREAKOUT 20
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%
3.01%
6 Months
3.92%
9.93%
1 Year
9.29%
7.49%
3 Years
14.80%
9.34%
5 Years
9.78%
—
Since Inception
14.35%
11.87%
Fund Age
5 yrs 5 mo
4 yrs 7 mo
AUM
₹95.56 Cr
₹1,953.44 Cr
Alpha – 1 Year
9.72%
2.77%
Alpha – 3 Years
6.23%
−2.75%
Information Ratio – 3 Years
0.76
-0.26
Volatility – 1 Year
16.82%
19.15%
Volatility – 3 Years
15.81%
16.91%
Beta – 1 Year
1.02
1.06
Beta – 3 Years
0.98
1.03
Sharpe Ratio – 1 Year
0.29
0.19
Sharpe Ratio – 3 Years
0.61
0.30
Worst Rolling Year
5.26%
8.22%
Value at Worst Rolling Year
₹1.05 Cr
₹1.08 Cr
Deepest Drawdown
−20.60%
−20.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
12.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
L 17% · M 8% · S 75%
Number of Stocks
59
—
Portfolio P/E
34.30
23.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
—
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—