Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Ambit Build India
Sundaram Alternate - SELF
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.14%
7.67%
6 Months
29.85%
27.70%
1 Year
12.40%
47.52%
3 Years
—
23.98%
5 Years
—
15.87%
Since Inception
15.54%
18.55%
Fund Age
2 yrs 6 mo
16 yrs 2 mo
AUM
₹39.13 Cr
₹1,022.92 Cr
Alpha – 1 Year
12.83%
42.80%
Alpha – 3 Years
—
11.89%
Information Ratio – 3 Years
—
1.12
Volatility – 1 Year
25.57%
28.29%
Volatility – 3 Years
—
20.76%
Beta – 1 Year
1.07
1.36
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.36
1.33
Sharpe Ratio – 3 Years
—
0.99
Worst Rolling Year
—
-4.58%
Value at Worst Rolling Year
—
₹0.95 Cr
Deepest Drawdown
−16.85%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
—
97.86%
Median Rolling Year
—
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 17% · S 77%
L 22% · M 32% · S 42%
Number of Stocks
33
26
Portfolio P/E
47.66
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Capital Goods · 38.42%
Automobile and Auto Components · 22.52%
Healthcare · 13.08%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%