Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Unifi Blended - Rangoli
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%
3.17%
6 Months
3.92%
10.91%
1 Year
9.29%
10.45%
3 Years
14.80%
10.60%
5 Years
9.78%
10.74%
Since Inception
14.35%
18.07%
Fund Age
5 yrs 5 mo
9 yrs 2 mo
AUM
₹95.56 Cr
₹11,464.61 Cr
Alpha – 1 Year
9.72%
5.73%
Alpha – 3 Years
6.23%
−1.49%
Information Ratio – 3 Years
0.76
-0.11
Volatility – 1 Year
16.82%
18.78%
Volatility – 3 Years
15.81%
16.83%
Beta – 1 Year
1.02
1.04
Beta – 3 Years
0.98
1.02
Sharpe Ratio – 1 Year
0.29
0.34
Sharpe Ratio – 3 Years
0.61
0.37
Worst Rolling Year
5.26%
4.89%
Value at Worst Rolling Year
₹1.05 Cr
₹1.05 Cr
Deepest Drawdown
−20.60%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 24% · M 11% · S 66%
Number of Stocks
59
—
Portfolio P/E
34.30
21.80
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
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
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%
0% / 0% / 0%