Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
Ambit Build India
JM Financial - Focus
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.14%
1.03%
6 Months
29.85%
6.82%
1 Year
12.40%
3.42%
3 Years
—
13.55%
5 Years
—
9.47%
Since Inception
15.54%
15.08%
Fund Age
2 yrs 6 mo
13 yrs 9 mo
AUM
₹39.13 Cr
₹319.05 Cr
Alpha – 1 Year
12.83%
0.44%
Alpha – 3 Years
—
1.66%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
25.57%
13.79%
Volatility – 3 Years
—
15.92%
Beta – 1 Year
1.07
0.75
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.36
-0.08
Sharpe Ratio – 3 Years
—
0.53
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.85%
−20.24%
Recovery Period
Not yet recovered
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%
L 63% · M 12% · S 18%
Number of Stocks
33
49
Portfolio P/E
47.66
33.08
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%
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
Capital Goods · 38.42%
Automobile and Auto Components · 22.52%
Healthcare · 13.08%
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%