Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA liquid vs Ambit Investment Advisors - Micro Marvels Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA liquid
Ambit Investment Advisors - Micro Marvels Portfolio
Return for the risk
3 yrs return
0%
5%
10%
Nifty 500 · 6.9%
0%
10%
Volatility • 3 yrs deviation
1 Month
0.32%
7.78%
6 Months
1.97%
26.20%
1 Year
4.21%
12.30%
3 Years
4.52%
—
5 Years
4.00%
—
Since Inception
3.68%
−1.57%
Fund Age
5 yrs 7 mo
2 yrs 1 mo
AUM
₹36.08 Cr
₹406.83 Cr
Alpha – 1 Year
−1.09%
7.58%
Alpha – 3 Years
−2.40%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
0.13%
32.79%
Volatility – 3 Years
0.18%
—
Beta – 1 Year
0.00
1.62
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-8.15
0.30
Sharpe Ratio – 3 Years
-4.58
—
Worst Rolling Year
2.94%
—
Value at Worst Rolling Year
₹1.03 Cr
—
Deepest Drawdown
—
−25.24%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
4.38%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
S 99%
Number of Stocks
1
18
Portfolio P/E
—
30.55
Top 5 Holdings
DSP BSE Liquid Rate ETF · 100.00%
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
Others · 100.00%
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)
2% / 0% / 0%
3% / 2% / 1%