Portfolio Management Services (PMS)Compare Schemes
Amaltas Keystone Fund vs Ambit Investment Advisors - Micro Marvels Portfolio
Add SchemeGrowth of ₹1 Crore
Amaltas Keystone Fund
Ambit Investment Advisors - Micro Marvels Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
5.65%
7.78%
6 Months
52.84%
26.20%
1 Year
44.79%
12.30%
3 Years
—
—
5 Years
—
—
Since Inception
24.04%
−1.57%
Fund Age
19 mo
2 yrs 1 mo
AUM
₹65.12 Cr
₹406.83 Cr
Alpha – 1 Year
40.07%
7.58%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.99%
32.79%
Volatility – 3 Years
—
—
Beta – 1 Year
1.48
1.62
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.12
0.30
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.77%
−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
—
S 99%
Number of Stocks
—
18
Portfolio P/E
—
30.55
Top 5 Holdings
Piramal Enterprises Limited · 0.00%
CARE Ratings Ltd · 0.00%
Sterlite Technologies Ltd · 0.00%
Muthoot Microfin Ltd · 0.00%
Bodal Chemicals Ltd · 0.00%
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
—
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%