Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Ambit Build India
Vallum India Discovery
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.14%
8.27%
6 Months
29.85%
25.28%
1 Year
12.40%
14.17%
3 Years
—
11.84%
5 Years
—
13.19%
Since Inception
15.54%
20.72%
Fund Age
2 yrs 6 mo
5 yrs 11 mo
AUM
₹39.13 Cr
₹1,246.45 Cr
Alpha – 1 Year
12.83%
9.45%
Alpha – 3 Years
—
−0.25%
Information Ratio – 3 Years
—
0.04
Volatility – 1 Year
25.57%
23.38%
Volatility – 3 Years
—
20.74%
Beta – 1 Year
1.07
1.12
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.36
0.45
Sharpe Ratio – 3 Years
—
0.42
Worst Rolling Year
—
8.63%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−16.85%
−32.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.18%
5-Year Rolling Windows Positive
—
100.00%
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%
—
Fixed Fee
1.75% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0.5% / 0%