Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Build India
BugleRock -Special Situations Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.14%
3.43%
6 Months
29.85%
12.26%
1 Year
12.40%
9.01%
3 Years
—
15.14%
5 Years
—
—
Since Inception
15.54%
25.86%
Fund Age
2 yrs 6 mo
4 yrs
AUM
₹39.13 Cr
₹78.11 Cr
Alpha – 1 Year
12.83%
4.29%
Alpha – 3 Years
—
3.05%
Information Ratio – 3 Years
—
0.50
Volatility – 1 Year
25.57%
23.53%
Volatility – 3 Years
—
19.64%
Beta – 1 Year
1.07
1.22
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.36
0.25
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
15.15%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−16.85%
−22.93%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.14%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 17% · S 77%
M 3% · S 85%
Number of Stocks
33
20
Portfolio P/E
47.66
18.26
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 · 12.50%
Vascon Engineers Ltd · 5.50%
Ashiana Housing Ltd · 5.50%
Wonderla Holidays Ltd · 5.50%
Accelya Solutions India Ltd · 5.25%
Top Sectors
Capital Goods · 38.42%
Automobile and Auto Components · 22.52%
Healthcare · 13.08%
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%