Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs Capitalmind - Surge India
Add SchemeGrowth of ₹1 Crore
Ambit Build India
Capitalmind - Surge India
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.14%
−2.53%
6 Months
29.85%
2.18%
1 Year
12.40%
−4.96%
3 Years
—
15.69%
5 Years
—
15.58%
Since Inception
15.54%
10.95%
Fund Age
2 yrs 6 mo
8 yrs 8 mo
AUM
₹39.13 Cr
₹649.19 Cr
Alpha – 1 Year
12.83%
−4.53%
Alpha – 3 Years
—
7.12%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
25.57%
15.34%
Volatility – 3 Years
—
18.43%
Beta – 1 Year
1.07
0.74
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.36
-0.61
Sharpe Ratio – 3 Years
—
0.59
Worst Rolling Year
—
-6.10%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−16.85%
−22.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
91.42%
Median Rolling Year
—
20.85%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 17% · S 77%
—
Number of Stocks
33
—
Portfolio P/E
47.66
—
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%
—
Top Sectors
Capital Goods · 38.42%
Automobile and Auto Components · 22.52%
Healthcare · 13.08%
—
Fixed Fee
1.75% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%