Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
Ambit Build India
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.14%
1.81%
6 Months
29.85%
1.04%
1 Year
12.40%
0.26%
3 Years
—
5.24%
5 Years
—
—
Since Inception
15.54%
8.72%
Fund Age
2 yrs 6 mo
4 yrs 3 mo
AUM
₹39.13 Cr
₹53.49 Cr
Alpha – 1 Year
12.83%
0.69%
Alpha – 3 Years
—
−3.33%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.57%
17.93%
Volatility – 3 Years
—
23.60%
Beta – 1 Year
1.07
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.36
0.06
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.85%
−13.25%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 17% · S 77%
—
Number of Stocks
33
—
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%
—
Top Sectors
Capital Goods · 38.42%
Automobile and Auto Components · 22.52%
Healthcare · 13.08%
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Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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