Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs ATLAS - Debt Equity Hybrid Pms Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
ATLAS - Debt Equity Hybrid Pms Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
−1.41%
6 Months
26.20%
−1.89%
1 Year
12.30%
−1.71%
3 Years
—
14.33%
5 Years
—
13.36%
Since Inception
−1.57%
22.84%
Fund Age
2 yrs 1 mo
5 yrs 5 mo
AUM
₹406.83 Cr
₹46.26 Cr
Alpha – 1 Year
7.58%
−6.43%
Alpha – 3 Years
—
2.24%
Information Ratio – 3 Years
—
0.22
Volatility – 1 Year
32.79%
19.18%
Volatility – 3 Years
—
17.80%
Beta – 1 Year
1.62
1.02
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.30
-0.27
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
13.68%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−25.24%
−20.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.14%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 69% · M 8% · S 22%
Number of Stocks
18
65
Portfolio P/E
30.55
28.49
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%
Tata Investment Corporation Ltd · 10.26%
Trent Ltd · 6.85%
Titan Company Ltd · 5.27%
ICICI Bank Ltd · 4.18%
Bajaj Finance Ltd · 4.13%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 0%