Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs ASK - IEP
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
ASK - IEP
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
7.78%
4.25%
6 Months
26.20%
−4.32%
1 Year
12.30%
−3.76%
3 Years
—
4.26%
5 Years
—
5.30%
Since Inception
−1.57%
15.06%
Fund Age
2 yrs 1 mo
16 yrs 6 mo
AUM
₹406.83 Cr
₹6,178.21 Cr
Alpha – 1 Year
7.58%
−6.74%
Alpha – 3 Years
—
−7.62%
Information Ratio – 3 Years
—
-1.54
Volatility – 1 Year
32.79%
17.92%
Volatility – 3 Years
—
14.61%
Beta – 1 Year
1.62
0.98
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.30
-0.43
Sharpe Ratio – 3 Years
—
-0.01
Worst Rolling Year
—
-1.02%
Value at Worst Rolling Year
—
₹0.99 Cr
Deepest Drawdown
−25.24%
−20.59%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.47%
Median Rolling Year
—
14.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 52% · M 27% · S 20%
Number of Stocks
18
34
Portfolio P/E
30.55
33.48
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%
Kotak Mahindra Bank Ltd · 7.51%
Reliance Industries Ltd · 6.64%
Mahindra & Mahindra Financial Services Ltd · 6.38%
Bajaj Finserv Ltd · 6.28%
Tata Consultancy Services Ltd · 5.57%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Financial Services · 28.24%
Capital Goods · 17.21%
Healthcare · 10.88%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / 1%