Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs Bay India Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Build India
Bay India Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.14%
2.14%
6 Months
29.85%
7.28%
1 Year
12.40%
−4.68%
3 Years
—
6.16%
5 Years
—
—
Since Inception
15.54%
11.66%
Fund Age
2 yrs 6 mo
3 yrs 7 mo
AUM
₹39.13 Cr
₹81.86 Cr
Alpha – 1 Year
12.83%
−4.33%
Alpha – 3 Years
—
−2.84%
Information Ratio – 3 Years
—
-0.28
Volatility – 1 Year
25.57%
18.83%
Volatility – 3 Years
—
15.47%
Beta – 1 Year
1.07
1.02
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.36
-0.44
Sharpe Ratio – 3 Years
—
0.12
Worst Rolling Year
—
6.16%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−16.85%
−24.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 17% · S 77%
L 11% · M 21% · S 66%
Number of Stocks
33
25
Portfolio P/E
47.66
24.93
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%
—
Top Sectors
Capital Goods · 38.42%
Automobile and Auto Components · 22.52%
Healthcare · 13.08%
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0.5%