Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs Ionic Yield Enhancer Strategy
Add SchemeGrowth of ₹1 Crore
Ambit Build India
Ionic Yield Enhancer Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.4%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−1.14%
0.87%
6 Months
29.85%
5.59%
1 Year
12.40%
10.75%
3 Years
—
—
5 Years
—
—
Since Inception
15.54%
11.81%
Fund Age
2 yrs 6 mo
17 mo
AUM
₹39.13 Cr
₹145.04 Cr
Alpha – 1 Year
12.83%
6.28%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.57%
0.88%
Volatility – 3 Years
—
—
Beta – 1 Year
1.07
0.14
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.36
5.51
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.85%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 17% · S 77%
—
Number of Stocks
33
20
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%
Keertana Finserv · 17.00%
Earlysalary · 15.00%
Indel Money · 12.00%
UGRO Capital · 7.00%
Manba Finance · 6.00%
Top Sectors
Capital Goods · 38.42%
Automobile and Auto Components · 22.52%
Healthcare · 13.08%
—
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.5% / – / –