Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Ambit Investment Advisors - Micro Marvels Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Ambit Investment Advisors - Micro Marvels Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
7.78%
6 Months
0.51%
26.20%
1 Year
12.01%
12.30%
3 Years
12.45%
—
5 Years
—
—
Since Inception
12.40%
−1.57%
Fund Age
3 yrs
2 yrs 1 mo
AUM
₹22.7 Cr
₹406.83 Cr
Alpha – 1 Year
12.36%
7.58%
Alpha – 3 Years
3.45%
—
Information Ratio – 3 Years
0.50
—
Volatility – 1 Year
19.89%
32.79%
Volatility – 3 Years
17.57%
—
Beta – 1 Year
1.18
1.62
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.40
0.30
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
12.43%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−26.54%
−25.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.71%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 99%
S 99%
Number of Stocks
—
18
Portfolio P/E
—
30.55
Top 5 Holdings
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
Thejo Engineering Ltd · 8.00%
Globus Spirits Ltd · 8.00%
Mold-Tek Packaging Ltd · 7.50%
Bajaj Healthcare Ltd · 7.00%
Sanstar Ltd · 6.00%
Top Sectors
—
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%