Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs Geojit - Dakshin Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Build India
Geojit - Dakshin Portfolio
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.14%
5.71%
6 Months
29.85%
14.23%
1 Year
12.40%
3.21%
3 Years
—
5.69%
5 Years
—
7.11%
Since Inception
15.54%
10.49%
Fund Age
2 yrs 6 mo
7 yrs 5 mo
AUM
₹39.13 Cr
₹42.11 Cr
Alpha – 1 Year
12.83%
−1.51%
Alpha – 3 Years
—
−6.40%
Information Ratio – 3 Years
—
-0.66
Volatility – 1 Year
25.57%
23.23%
Volatility – 3 Years
—
20.09%
Beta – 1 Year
1.07
1.19
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.36
0.01
Sharpe Ratio – 3 Years
—
0.09
Worst Rolling Year
—
3.79%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−16.85%
−36.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 17% · S 77%
M 7% · S 91%
Number of Stocks
33
25
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%
Pricol Ltd · 4.74%
Sundram Fasteners Ltd · 4.48%
Tanla Platforms Ltd · 4.37%
Star Health & Allied Insurance Company Ltd · 4.34%
KFin Technologies Ltd · 4.26%
Top Sectors
Capital Goods · 38.42%
Automobile and Auto Components · 22.52%
Healthcare · 13.08%
Information Technology · 18.94%
Healthcare · 15.45%
Capital Goods · 14.67%
Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—