Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
Ambit Build India
ATLAS - Midcap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.14%
−0.22%
6 Months
29.85%
8.59%
1 Year
12.40%
1.40%
3 Years
—
11.84%
5 Years
—
6.21%
Since Inception
15.54%
7.85%
Fund Age
2 yrs 6 mo
5 yrs 3 mo
AUM
₹39.13 Cr
₹3.73 Cr
Alpha – 1 Year
12.83%
−3.32%
Alpha – 3 Years
—
−0.25%
Information Ratio – 3 Years
—
0.11
Volatility – 1 Year
25.57%
23.13%
Volatility – 3 Years
—
17.54%
Beta – 1 Year
1.07
1.25
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.36
-0.06
Sharpe Ratio – 3 Years
—
0.45
Worst Rolling Year
—
5.77%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−16.85%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.08%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 17% · S 77%
L 3% · M 32% · S 59%
Number of Stocks
33
19
Portfolio P/E
47.66
26.66
Top 5 Holdings
Cartrade Tech Ltd · 7.73%
Data Patterns (India) Ltd · 6.32%
R R Kabel Ltd · 5.90%
Supriya Lifescience Ltd · 5.80%
Cera Sanitaryware Ltd · 5.05%
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
Capital Goods · 38.42%
Automobile and Auto Components · 22.52%
Healthcare · 13.08%
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%