Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Anand Rathi Advisors - Alpha 1 Strategy
Ambit Investment Advisors - Micro Marvels Portfolio
Anand Rathi Advisors - Alpha 1 Strategy
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Anand Rathi Advisors - Alpha 1 Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
2.10%
6 Months
26.20%
7.76%
1 Year
12.30%
8.69%
3 Years
—
14.17%
5 Years
—
—
Since Inception
−1.57%
18.23%
Fund Age
2 yrs 1 mo
3 yrs 4 mo
AUM
₹406.83 Cr
₹10.3 Cr
Alpha – 1 Year
7.58%
3.97%
Alpha – 3 Years
—
2.09%
Information Ratio – 3 Years
—
1.14
Volatility – 1 Year
32.79%
18.17%
Volatility – 3 Years
—
15.44%
Beta – 1 Year
1.62
1.03
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.30
0.32
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
13.56%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−25.24%
−19.52%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.40%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
—
Number of Stocks
18
15
Portfolio P/E
30.55
—
Top 5 Holdings
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%
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
—
Fixed Fee
2.50% / yr
1.10% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%