Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Anand Rathi Advisors - Decennium Opportunity
Ambit Investment Advisors - Micro Marvels Portfolio
Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Anand Rathi Advisors - Decennium Opportunity
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
1.56%
6 Months
26.20%
11.47%
1 Year
12.30%
5.40%
3 Years
—
7.77%
5 Years
—
—
Since Inception
−1.57%
9.99%
Fund Age
2 yrs 1 mo
4 yrs 9 mo
AUM
₹406.83 Cr
₹144.91 Cr
Alpha – 1 Year
7.58%
0.68%
Alpha – 3 Years
—
−4.32%
Information Ratio – 3 Years
—
0.13
Volatility – 1 Year
32.79%
24.35%
Volatility – 3 Years
—
20.17%
Beta – 1 Year
1.62
1.26
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
0.30
0.11
Sharpe Ratio – 3 Years
—
0.39
Worst Rolling Year
—
7.72%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−25.24%
−31.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.92%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
L 33% · M 4% · S 58%
Number of Stocks
18
15
Portfolio P/E
30.55
50.52
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%
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%