Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Buglerock - Growth Opportunities Portfolio
Ambit Investment Advisors - Micro Marvels Portfolio
Buglerock - Growth Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Buglerock - Growth Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
−0.07%
6 Months
26.20%
3.00%
1 Year
12.30%
7.37%
3 Years
—
7.34%
5 Years
—
—
Since Inception
−1.57%
8.94%
Fund Age
2 yrs 1 mo
3 yrs 9 mo
AUM
₹406.83 Cr
₹2.69 Cr
Alpha – 1 Year
7.58%
2.65%
Alpha – 3 Years
—
−4.75%
Information Ratio – 3 Years
—
-0.75
Volatility – 1 Year
32.79%
19.15%
Volatility – 3 Years
—
17.20%
Beta – 1 Year
1.62
1.07
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.30
0.19
Sharpe Ratio – 3 Years
—
0.19
Worst Rolling Year
—
6.80%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−25.24%
−26.30%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.65%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
—
Number of Stocks
18
—
Portfolio P/E
30.55
—
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 · 8.00%
TVS Motor Company Ltd · 5.50%
Mahindra Holidays & Resorts India Ltd · 5.50%
Astral Ltd · 5.50%
Titan Company Ltd · 5.50%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%