Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
Ambit Build India
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.14%
−0.03%
6 Months
29.85%
1.95%
1 Year
12.40%
9.19%
3 Years
—
16.93%
5 Years
—
11.74%
Since Inception
15.54%
12.55%
Fund Age
2 yrs 6 mo
7 yrs 3 mo
AUM
₹39.13 Cr
₹17.39 Cr
Alpha – 1 Year
12.83%
9.54%
Alpha – 3 Years
—
7.93%
Information Ratio – 3 Years
—
0.83
Volatility – 1 Year
25.57%
16.46%
Volatility – 3 Years
—
13.48%
Beta – 1 Year
1.07
0.82
Beta – 3 Years
—
0.74
Sharpe Ratio – 1 Year
0.36
0.29
Sharpe Ratio – 3 Years
—
0.84
Worst Rolling Year
—
3.01%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−16.85%
−16.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 17% · S 77%
L 27% · M 18% · S 26%
Number of Stocks
33
53
Portfolio P/E
47.66
33.46
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 Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
Capital Goods · 38.42%
Automobile and Auto Components · 22.52%
Healthcare · 13.08%
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%