Portfolio Management Services (PMS)Compare Schemes
Ambit Build India vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Ambit Build India
WhiteOak Capital Digital Leaders
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.14%
7.88%
6 Months
29.85%
6.39%
1 Year
12.40%
0.37%
3 Years
—
11.18%
5 Years
—
—
Since Inception
15.54%
4.21%
Fund Age
2 yrs 6 mo
4 yrs 6 mo
AUM
₹39.13 Cr
₹59.82 Cr
Alpha – 1 Year
12.83%
−2.61%
Alpha – 3 Years
—
−0.71%
Information Ratio – 3 Years
—
0.13
Volatility – 1 Year
25.57%
22.91%
Volatility – 3 Years
—
17.96%
Beta – 1 Year
1.07
1.09
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.36
-0.11
Sharpe Ratio – 3 Years
—
0.38
Worst Rolling Year
—
3.87%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−16.85%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 17% · S 77%
L 40% · M 26% · S 33%
Number of Stocks
33
35
Portfolio P/E
47.66
45.30
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%
ICICI Bank Ltd · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Capital Goods · 38.42%
Automobile and Auto Components · 22.52%
Healthcare · 13.08%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%