Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
Ambit Build India
Monarch Wealth Creator Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.4%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−1.14%
2.85%
6 Months
29.85%
12.32%
1 Year
12.40%
—
3 Years
—
—
5 Years
—
—
Since Inception
15.54%
13.81%
Fund Age
2 yrs 6 mo
8 mo
AUM
₹39.13 Cr
₹279.09 Cr
Alpha – 1 Year
12.83%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.57%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.07
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.36
—
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%
L 35% · M 34% · S 23%
Number of Stocks
33
40
Portfolio P/E
47.66
19.53
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%
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
Top Sectors
Capital Goods · 38.42%
Automobile and Auto Components · 22.52%
Healthcare · 13.08%
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
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% / 0.5% / 0%