Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
3.92%
13.10%
1 Year
9.29%
18.11%
3 Years
14.80%
14.56%
5 Years
9.78%
8.71%
Since Inception
14.35%
13.67%
Fund Age
5 yrs 5 mo
11 yrs 2 mo
AUM
₹95.56 Cr
₹138.06 Cr
Alpha – 1 Year
9.72%
18.46%
Alpha – 3 Years
6.23%
5.57%
Information Ratio – 3 Years
0.76
0.62
Volatility – 1 Year
16.82%
22.83%
Volatility – 3 Years
15.81%
16.72%
Beta – 1 Year
1.02
1.29
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
0.29
0.61
Sharpe Ratio – 3 Years
0.61
0.55
Worst Rolling Year
5.26%
-8.44%
Value at Worst Rolling Year
₹1.05 Cr
₹0.92 Cr
Deepest Drawdown
−20.60%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
15.62%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 38% · M 14% · S 45%
Number of Stocks
59
18
Portfolio P/E
34.30
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%