Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Asit C Mehta - Ace Blue-chip
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Asit C Mehta - Ace Blue-chip
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
−2.58%
6 Months
26.20%
1.87%
1 Year
12.30%
8.68%
3 Years
—
16.60%
5 Years
—
15.36%
Since Inception
−1.57%
12.51%
Fund Age
2 yrs 1 mo
8 yrs 8 mo
AUM
₹406.83 Cr
₹4.55 Cr
Alpha – 1 Year
7.58%
3.96%
Alpha – 3 Years
—
4.51%
Information Ratio – 3 Years
—
0.64
Volatility – 1 Year
32.79%
15.98%
Volatility – 3 Years
—
15.76%
Beta – 1 Year
1.62
0.87
Beta – 3 Years
—
0.94
Sharpe Ratio – 1 Year
0.30
0.27
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
1.47%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−25.24%
−17.84%
Recovery Period
Not yet recovered
136 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 68% · M 14% · S 12%
Number of Stocks
18
14
Portfolio P/E
30.55
31.16
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%
Cash & Cash Equivalent · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%