Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Asit C Mehta - Ace Multicap
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Asit C Mehta - Ace Multicap
Return for the risk
3 yrs return
15%
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
0.87%
6 Months
26.20%
10.71%
1 Year
12.30%
14.18%
3 Years
—
22.17%
5 Years
—
23.46%
Since Inception
−1.57%
19.11%
Fund Age
2 yrs 1 mo
8 yrs
AUM
₹406.83 Cr
₹120.99 Cr
Alpha – 1 Year
7.58%
9.46%
Alpha – 3 Years
—
10.08%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
32.79%
18.02%
Volatility – 3 Years
—
20.69%
Beta – 1 Year
1.62
1.00
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.30
0.53
Sharpe Ratio – 3 Years
—
0.83
Worst Rolling Year
—
9.94%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−25.24%
−25.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
32.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 20% · M 23% · S 47%
Number of Stocks
18
19
Portfolio P/E
30.55
29.90
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 · 14.64%
Piramal Pharma Ltd · 6.93%
Reliance Industries Ltd · 6.83%
Havells India Ltd · 5.96%
Quess Corp Ltd · 5.31%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
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%