Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Wallfort-Avenue Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
3.79%
6 Months
3.92%
18.76%
1 Year
9.29%
31.67%
3 Years
14.80%
24.57%
5 Years
9.78%
—
Since Inception
14.35%
26.31%
Fund Age
5 yrs 5 mo
2 yrs 4 mo
AUM
₹95.56 Cr
₹160.31 Cr
Alpha – 1 Year
9.72%
26.95%
Alpha – 3 Years
6.23%
12.48%
Information Ratio – 3 Years
0.76
—
Volatility – 1 Year
16.82%
17.93%
Volatility – 3 Years
15.81%
20.59%
Beta – 1 Year
1.02
0.80
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.29
1.34
Sharpe Ratio – 3 Years
0.61
1.78
Worst Rolling Year
5.26%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−20.60%
−12.22%
Recovery Period
Not yet recovered
69 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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
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%