Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Ambit Build India
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.14%
0.50%
6 Months
29.85%
2.02%
1 Year
12.40%
0.60%
3 Years
—
8.21%
5 Years
—
5.75%
Since Inception
15.54%
9.73%
Fund Age
2 yrs 6 mo
6 yrs
AUM
₹39.13 Cr
₹128.19 Cr
Alpha – 1 Year
12.83%
1.03%
Alpha – 3 Years
—
−0.36%
Information Ratio – 3 Years
—
0.12
Volatility – 1 Year
25.57%
19.24%
Volatility – 3 Years
—
14.76%
Beta – 1 Year
1.07
1.13
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.36
-0.16
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
0.20%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−16.85%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
98.09%
Median Rolling Year
—
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 17% · S 77%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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%
0% / 0% / 0%