Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
Ambit Build India
Axis - Core & Satellite PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.14%
0.11%
6 Months
29.85%
10.76%
1 Year
12.40%
8.14%
3 Years
—
7.76%
5 Years
—
10.03%
Since Inception
15.54%
11.69%
Fund Age
2 yrs 6 mo
6 yrs 8 mo
AUM
₹39.13 Cr
₹87.23 Cr
Alpha – 1 Year
12.83%
8.57%
Alpha – 3 Years
—
−0.81%
Information Ratio – 3 Years
—
0.02
Volatility – 1 Year
25.57%
23.09%
Volatility – 3 Years
—
18.26%
Beta – 1 Year
1.07
1.29
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
0.36
0.21
Sharpe Ratio – 3 Years
—
0.22
Worst Rolling Year
—
6.59%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−16.85%
−25.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 17% · S 77%
L 19% · M 1% · S 70%
Number of Stocks
33
41
Portfolio P/E
47.66
25.23
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%
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
Capital Goods · 38.42%
Automobile and Auto Components · 22.52%
Healthcare · 13.08%
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%