Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Axis - APLHASENSE AI
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Axis - APLHASENSE AI
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
7.78%
0.11%
6 Months
26.20%
−3.92%
1 Year
12.30%
−6.84%
3 Years
—
—
5 Years
—
—
Since Inception
−1.57%
4.50%
Fund Age
2 yrs 1 mo
2 yrs 8 mo
AUM
₹406.83 Cr
₹3.74 Cr
Alpha – 1 Year
7.58%
−4.88%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.79%
11.57%
Volatility – 3 Years
—
—
Beta – 1 Year
1.62
0.63
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
-1.03
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.24%
−14.09%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
L 42% · M 43% · S 15%
Number of Stocks
18
20
Portfolio P/E
30.55
42.34
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%
Marico Ltd · 8.52%
Torrent Pharmaceuticals Ltd · 8.15%
Britannia Industries Ltd · 7.78%
Nestle India Ltd · 7.41%
Glaxosmithkline Pharmaceuticals Ltd · 7.04%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%