Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs Ambit Investment Advisors - Micro Marvels Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
Ambit Investment Advisors - Micro Marvels Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
5.97%
7.78%
6 Months
29.53%
26.20%
1 Year
21.75%
12.30%
3 Years
—
—
5 Years
—
—
Since Inception
18.46%
−1.57%
Fund Age
2 yrs 8 mo
2 yrs 1 mo
AUM
₹8.13 Cr
₹406.83 Cr
Alpha – 1 Year
17.03%
7.58%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.90%
32.79%
Volatility – 3 Years
—
—
Beta – 1 Year
0.99
1.62
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
0.30
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.80%
−25.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 12% · S 87%
S 99%
Number of Stocks
—
18
Portfolio P/E
—
30.55
Top 5 Holdings
Welspun Corp Ltd · 7.37%
Syrma SGS Technology Ltd · 6.40%
Usha Martin Ltd · 5.72%
Granules India Ltd · 5.60%
Narayana Hrudayalaya Ltd · 5.58%
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
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%