Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs JM Financial - The Opportunistic
Add SchemeGrowth of ₹1 Crore
Ambit Build India
JM Financial - The Opportunistic
Return for the risk
3 yrs return
20%
25%
30%
0%
10%
Volatility • 3 yrs deviation
1 Month
−1.14%
2.65%
6 Months
29.85%
21.60%
1 Year
12.40%
21.16%
3 Years
—
24.80%
5 Years
—
17.88%
Since Inception
15.54%
9.69%
Fund Age
2 yrs 6 mo
9 yrs 2 mo
AUM
₹39.13 Cr
₹10.09 Cr
Alpha – 1 Year
12.83%
18.18%
Alpha – 3 Years
—
12.91%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.57%
1.87%
Volatility – 3 Years
—
1.87%
Beta – 1 Year
1.07
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.36
16.58
Sharpe Ratio – 3 Years
—
16.58
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%
L 33% · M 13% · S 49%
Number of Stocks
33
22
Portfolio P/E
47.66
38.25
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%
—
Top Sectors
Capital Goods · 38.42%
Automobile and Auto Components · 22.52%
Healthcare · 13.08%
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
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%