Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs BB Money Plant
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
BB Money Plant
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
7.78%
−0.92%
6 Months
26.20%
16.35%
1 Year
12.30%
29.45%
3 Years
—
—
5 Years
—
—
Since Inception
−1.57%
33.72%
Fund Age
2 yrs 1 mo
16 mo
AUM
₹406.83 Cr
₹17.74 Cr
Alpha – 1 Year
7.58%
26.47%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.79%
19.66%
Volatility – 3 Years
—
—
Beta – 1 Year
1.62
0.78
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
1.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.24%
−14.20%
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 5% · M 2% · S 74%
Number of Stocks
18
30
Portfolio P/E
30.55
52.18
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%
Cash & Cash Equivalent · 11.00%
Sansera Engineering Ltd · 5.60%
Welspun Corp Ltd · 5.51%
Venus Remedies Ltd · 5.44%
Nippon India ETF Gold BeES · 4.90%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
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%