Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Ambit Build India
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.14%
3.74%
6 Months
29.85%
1.17%
1 Year
12.40%
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
15.54%
16.58%
Fund Age
2 yrs 6 mo
4 yrs 5 mo
AUM
₹39.13 Cr
₹72.15 Cr
Alpha – 1 Year
12.83%
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.57%
18.13%
Volatility – 3 Years
—
18.07%
Beta – 1 Year
1.07
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.36
0.61
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−16.85%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.99%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 17% · S 77%
—
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%
—
Top Sectors
Capital Goods · 38.42%
Automobile and Auto Components · 22.52%
Healthcare · 13.08%
—
Fixed Fee
1.75% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%