Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Ambit Build India
Valcreate Lifesciences and Specialty Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.14%
6.35%
6 Months
29.85%
17.95%
1 Year
12.40%
21.71%
3 Years
—
19.34%
5 Years
—
—
Since Inception
15.54%
19.34%
Fund Age
2 yrs 6 mo
3 yrs 6 mo
AUM
₹39.13 Cr
₹18.73 Cr
Alpha – 1 Year
12.83%
16.99%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.85
Volatility – 1 Year
25.57%
22.22%
Volatility – 3 Years
—
20.72%
Beta – 1 Year
1.07
0.87
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
0.36
0.75
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.85%
—
Recovery Period
Not yet recovered
—
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
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%
0% / 0% / 0%