Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs Core Value Strategy-Regular Option
Add SchemeGrowth of ₹1 Crore
Ambit Build India
Core Value Strategy-Regular Option
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.14%
−0.11%
6 Months
29.85%
2.05%
1 Year
12.40%
−0.37%
3 Years
—
11.11%
5 Years
—
12.03%
Since Inception
15.54%
14.37%
Fund Age
2 yrs 6 mo
7 yrs 3 mo
AUM
₹39.13 Cr
₹1,153.97 Cr
Alpha – 1 Year
12.83%
−5.09%
Alpha – 3 Years
—
−0.98%
Information Ratio – 3 Years
—
-0.22
Volatility – 1 Year
25.57%
18.27%
Volatility – 3 Years
—
15.37%
Beta – 1 Year
1.07
1.04
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.36
-0.22
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
10.19%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−16.85%
−18.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 17% · S 77%
L 48% · M 21% · S 29%
Number of Stocks
33
25
Portfolio P/E
47.66
24.35
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%
ITC Ltd · 7.50%
HDFC Bank Ltd · 7.25%
Indraprastha Gas Ltd · 5.00%
Asian Paints Ltd · 4.50%
Container Corporation Of India Ltd · 4.50%
Top Sectors
Capital Goods · 38.42%
Automobile and Auto Components · 22.52%
Healthcare · 13.08%
Financial Services · 25.00%
Fast Moving Consumer Goods · 11.00%
Automobile and Auto Components · 10.75%
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%