Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Bay India Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Bay India Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
2.14%
6 Months
26.20%
7.28%
1 Year
12.30%
−4.68%
3 Years
—
6.16%
5 Years
—
—
Since Inception
−1.57%
11.66%
Fund Age
2 yrs 1 mo
3 yrs 7 mo
AUM
₹406.83 Cr
₹81.86 Cr
Alpha – 1 Year
7.58%
−4.33%
Alpha – 3 Years
—
−2.84%
Information Ratio – 3 Years
—
-0.28
Volatility – 1 Year
32.79%
18.83%
Volatility – 3 Years
—
15.47%
Beta – 1 Year
1.62
1.02
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.30
-0.44
Sharpe Ratio – 3 Years
—
0.12
Worst Rolling Year
—
6.16%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−25.24%
−24.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
L 11% · M 21% · S 66%
Number of Stocks
18
25
Portfolio P/E
30.55
24.93
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%
—
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0.5%