Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Ambit Build India
Turtle Wealth -Wealth Mantra
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.14%
4.93%
6 Months
29.85%
2.72%
1 Year
12.40%
22.88%
3 Years
—
20.47%
5 Years
—
15.12%
Since Inception
15.54%
17.02%
Fund Age
2 yrs 6 mo
6 yrs 11 mo
AUM
₹39.13 Cr
₹261.05 Cr
Alpha – 1 Year
12.83%
18.16%
Alpha – 3 Years
—
8.38%
Information Ratio – 3 Years
—
0.98
Volatility – 1 Year
25.57%
17.62%
Volatility – 3 Years
—
15.64%
Beta – 1 Year
1.07
0.83
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
0.36
0.97
Sharpe Ratio – 3 Years
—
0.94
Worst Rolling Year
—
7.22%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−16.85%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 17% · S 77%
L 28% · M 19% · S 43%
Number of Stocks
33
18
Portfolio P/E
47.66
63.91
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%
Cash & Cash Equivalent · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Capital Goods · 38.42%
Automobile and Auto Components · 22.52%
Healthcare · 13.08%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%