Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs ArthAlpha Machine Learning Equity Quant
Ambit Investment Advisors - Micro Marvels Portfolio
ArthAlpha Machine Learning Equity Quant
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
ArthAlpha Machine Learning Equity Quant
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
7.78%
2.31%
6 Months
26.20%
5.63%
1 Year
12.30%
10.47%
3 Years
—
—
5 Years
—
—
Since Inception
−1.57%
6.92%
Fund Age
2 yrs 1 mo
1 yr 10 mo
AUM
₹406.83 Cr
₹64.41 Cr
Alpha – 1 Year
7.58%
5.75%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.79%
17.22%
Volatility – 3 Years
—
—
Beta – 1 Year
1.62
0.92
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
0.36
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.24%
−11.60%
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%
L 33% · M 60% · S 3%
Number of Stocks
18
35
Portfolio P/E
30.55
35.94
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%
BSE Ltd · 4.95%
Multi Commodity Exchange of India Ltd · 4.44%
Oracle Financial Services Software Ltd · 4.41%
Coforge Ltd · 3.67%
NLC India Ltd · 3.63%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—