Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.17%
9.87%
6 Months
3.92%
46.37%
1 Year
9.29%
29.61%
3 Years
14.80%
24.62%
5 Years
9.78%
—
Since Inception
14.35%
39.89%
Fund Age
5 yrs 5 mo
20 mo
AUM
₹95.56 Cr
₹147.17 Cr
Alpha – 1 Year
9.72%
24.89%
Alpha – 3 Years
6.23%
12.53%
Information Ratio – 3 Years
0.76
—
Volatility – 1 Year
16.82%
25.97%
Volatility – 3 Years
15.81%
29.84%
Beta – 1 Year
1.02
1.03
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.29
0.92
Sharpe Ratio – 3 Years
0.61
1.29
Worst Rolling Year
5.26%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−20.60%
−21.24%
Recovery Period
Not yet recovered
58 days
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%
—
Number of Stocks
59
—
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
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
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%