Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Capgrow - Special Situations
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Capgrow - Special Situations
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
1.89%
6 Months
26.20%
10.00%
1 Year
12.30%
−1.96%
3 Years
—
9.82%
5 Years
—
10.88%
Since Inception
−1.57%
15.88%
Fund Age
2 yrs 1 mo
7 yrs 9 mo
AUM
₹406.83 Cr
₹132.34 Cr
Alpha – 1 Year
7.58%
−4.94%
Alpha – 3 Years
—
−2.07%
Information Ratio – 3 Years
—
-0.27
Volatility – 1 Year
32.79%
23.02%
Volatility – 3 Years
—
21.53%
Beta – 1 Year
1.62
1.20
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
0.30
-0.20
Sharpe Ratio – 3 Years
—
0.32
Worst Rolling Year
—
9.15%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−25.24%
−28.98%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 10% · M 2% · S 86%
Number of Stocks
18
59
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%
Religare Enterprises Ltd · 11.46%
Embassy Developments Ltd · 8.96%
R Systems International Ltd · 5.71%
RBL Bank Ltd · 5.22%
Edelweiss Financial Services Ltd · 4.79%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Financial Services · 26.28%
Capital Goods · 15.01%
Realty · 12.84%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%