Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs ASK - Growth
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
ASK - Growth
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
2.48%
6 Months
26.20%
−4.38%
1 Year
12.30%
−4.58%
3 Years
—
4.80%
5 Years
—
3.85%
Since Inception
−1.57%
17.02%
Fund Age
2 yrs 1 mo
25 yrs 6 mo
AUM
₹406.83 Cr
₹724.64 Cr
Alpha – 1 Year
7.58%
−7.56%
Alpha – 3 Years
—
−7.08%
Information Ratio – 3 Years
—
-1.30
Volatility – 1 Year
32.79%
16.92%
Volatility – 3 Years
—
16.49%
Beta – 1 Year
1.62
0.94
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.30
-0.52
Sharpe Ratio – 3 Years
—
0.04
Worst Rolling Year
—
-12.59%
Value at Worst Rolling Year
—
₹0.87 Cr
Deepest Drawdown
−25.24%
−23.98%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
95.35%
Median Rolling Year
—
15.09%
5-Year Rolling Windows Positive
—
98.79%
Market-Cap Mix
S 99%
L 55% · M 22% · S 19%
Number of Stocks
18
22
Portfolio P/E
30.55
32.63
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 · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Financial Services · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
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%