Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs ASK - FOP
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
ASK - FOP
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
−0.10%
6 Months
26.20%
−7.28%
1 Year
12.30%
1.15%
3 Years
—
9.13%
5 Years
—
7.36%
Since Inception
−1.57%
8.07%
Fund Age
2 yrs 1 mo
8 yrs 1 mo
AUM
₹406.83 Cr
₹172.71 Cr
Alpha – 1 Year
7.58%
1.58%
Alpha – 3 Years
—
0.57%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
32.79%
24.79%
Volatility – 3 Years
—
18.71%
Beta – 1 Year
1.62
1.50
Beta – 3 Years
—
1.16
Sharpe Ratio – 1 Year
0.30
-0.05
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
0.74%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−25.24%
−19.52%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.89%
Median Rolling Year
—
10.27%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 52% · M 17% · S 30%
Number of Stocks
18
23
Portfolio P/E
30.55
21.42
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%
HDFC Bank Ltd · 14.03%
ICICI Bank Ltd · 12.47%
Bandhan Bank Ltd · 7.36%
RBL Bank Ltd · 6.07%
Home First Finance Company India Ltd · 5.20%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Financial Services · 99.31%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%