Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs HSBC India Next Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Build India
HSBC India Next Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.14%
0.12%
6 Months
29.85%
7.25%
1 Year
12.40%
6.76%
3 Years
—
11.27%
5 Years
—
11.24%
Since Inception
15.54%
13.42%
Fund Age
2 yrs 6 mo
5 yrs 6 mo
AUM
₹39.13 Cr
₹440.57 Cr
Alpha – 1 Year
12.83%
2.04%
Alpha – 3 Years
—
−0.82%
Information Ratio – 3 Years
—
-0.13
Volatility – 1 Year
25.57%
18.95%
Volatility – 3 Years
—
15.52%
Beta – 1 Year
1.07
1.06
Beta – 3 Years
—
0.94
Sharpe Ratio – 1 Year
0.36
0.16
Sharpe Ratio – 3 Years
—
0.43
Worst Rolling Year
—
10.24%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−16.85%
−18.28%
Recovery Period
Not yet recovered
489 days
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%
L 43% · M 35% · S 19%
Number of Stocks
33
28
Portfolio P/E
47.66
42.47
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%
SPR Auto Technologies Ltd · 6.28%
State Bank of India · 6.00%
Titan Company Ltd · 5.31%
Phoenix Mills Ltd · 4.92%
Indian Hotels Co Ltd · 4.62%
Top Sectors
Capital Goods · 38.42%
Automobile and Auto Components · 22.52%
Healthcare · 13.08%
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%