Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Ambit Build India
Incred-Small & MidCap PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.14%
4.27%
6 Months
29.85%
−8.15%
1 Year
12.40%
−5.39%
3 Years
—
10.81%
5 Years
—
—
Since Inception
15.54%
11.07%
Fund Age
2 yrs 6 mo
5 yrs
AUM
₹39.13 Cr
₹121.08 Cr
Alpha – 1 Year
12.83%
−5.32%
Alpha – 3 Years
—
−2.65%
Information Ratio – 3 Years
—
-0.15
Volatility – 1 Year
25.57%
24.51%
Volatility – 3 Years
—
24.85%
Beta – 1 Year
1.07
1.17
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
0.36
-0.34
Sharpe Ratio – 3 Years
—
0.32
Worst Rolling Year
—
9.88%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−16.85%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 17% · S 77%
M 20% · S 78%
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
Capital Goods · 38.42%
Automobile and Auto Components · 22.52%
Healthcare · 13.08%
—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%