Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Build India
Renaissance - Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.14%
3.30%
6 Months
29.85%
9.86%
1 Year
12.40%
0.86%
3 Years
—
8.29%
5 Years
—
15.11%
Since Inception
15.54%
11.40%
Fund Age
2 yrs 6 mo
8 yrs 7 mo
AUM
₹39.13 Cr
₹119.22 Cr
Alpha – 1 Year
12.83%
1.21%
Alpha – 3 Years
—
−0.71%
Information Ratio – 3 Years
—
-0.05
Volatility – 1 Year
25.57%
21.27%
Volatility – 3 Years
—
19.22%
Beta – 1 Year
1.07
1.20
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
0.36
-0.10
Sharpe Ratio – 3 Years
—
0.25
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−16.85%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.76%
Median Rolling Year
—
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 17% · S 77%
L 2% · M 52% · S 44%
Number of Stocks
33
33
Portfolio P/E
47.66
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Capital Goods · 38.42%
Automobile and Auto Components · 22.52%
Healthcare · 13.08%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%