Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
ValueQuest - Growth
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%
1.42%
6 Months
3.92%
31.94%
1 Year
9.29%
21.84%
3 Years
14.80%
17.21%
5 Years
9.78%
16.75%
Since Inception
14.35%
18.18%
Fund Age
5 yrs 5 mo
13 yrs 5 mo
AUM
₹95.56 Cr
₹2,035.08 Cr
Alpha – 1 Year
9.72%
18.86%
Alpha – 3 Years
6.23%
5.32%
Information Ratio – 3 Years
0.76
0.50
Volatility – 1 Year
16.82%
24.29%
Volatility – 3 Years
15.81%
19.24%
Beta – 1 Year
1.02
1.15
Beta – 3 Years
0.98
1.04
Sharpe Ratio – 1 Year
0.29
0.70
Sharpe Ratio – 3 Years
0.61
0.65
Worst Rolling Year
5.26%
-15.08%
Value at Worst Rolling Year
₹1.05 Cr
₹0.85 Cr
Deepest Drawdown
−20.60%
−8.16%
Recovery Period
Not yet recovered
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
15.62%
25.54%
5-Year Rolling Windows Positive
100.00%
96.08%
Market-Cap Mix
L 55% · M 33% · S 10%
L 23% · M 1% · S 69%
Number of Stocks
59
24
Portfolio P/E
34.30
—
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%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 1%