Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Build India
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.14%
3.10%
6 Months
29.85%
24.70%
1 Year
12.40%
21.80%
3 Years
—
16.46%
5 Years
—
12.29%
Since Inception
15.54%
17.31%
Fund Age
2 yrs 6 mo
7 yrs 2 mo
AUM
₹39.13 Cr
₹328.39 Cr
Alpha – 1 Year
12.83%
22.15%
Alpha – 3 Years
—
7.46%
Information Ratio – 3 Years
—
1.55
Volatility – 1 Year
25.57%
22.56%
Volatility – 3 Years
—
18.01%
Beta – 1 Year
1.07
1.10
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.36
0.85
Sharpe Ratio – 3 Years
—
1.07
Worst Rolling Year
—
7.49%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−16.85%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 17% · S 77%
—
Number of Stocks
33
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
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%
2% / 1% / 1%