Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Build India
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.14%
11.42%
6 Months
29.85%
35.03%
1 Year
12.40%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
15.54%
19.33%
Fund Age
2 yrs 6 mo
6 yrs 10 mo
AUM
₹39.13 Cr
₹2,975 Cr
Alpha – 1 Year
12.83%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
25.57%
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
1.07
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.36
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−16.85%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 17% · S 77%
—
Number of Stocks
33
14
Portfolio P/E
47.66
25.70
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
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%