Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Carnelian Capital - Compounder Strategy
Ambit Investment Advisors - Micro Marvels Portfolio
Carnelian Capital - Compounder Strategy
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Carnelian Capital - Compounder Strategy
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
4.57%
6 Months
26.20%
15.76%
1 Year
12.30%
22.36%
3 Years
—
23.83%
5 Years
—
17.53%
Since Inception
−1.57%
20.07%
Fund Age
2 yrs 1 mo
7 yrs 3 mo
AUM
₹406.83 Cr
₹2,271.9 Cr
Alpha – 1 Year
7.58%
17.64%
Alpha – 3 Years
—
11.75%
Information Ratio – 3 Years
—
1.40
Volatility – 1 Year
32.79%
21.11%
Volatility – 3 Years
—
18.96%
Beta – 1 Year
1.62
1.17
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.30
0.81
Sharpe Ratio – 3 Years
—
0.96
Worst Rolling Year
—
10.25%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−25.24%
−19.83%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 30% · M 46% · S 22%
Number of Stocks
18
30
Portfolio P/E
30.55
29.80
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%
Aditya Birla Capital Ltd · 10.17%
Laurus Labs Ltd · 8.63%
Biocon Ltd · 7.50%
One 97 Communications Ltd · 4.59%
Bharat Heavy Electricals Ltd · 4.29%
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%
1% / 0% / 0%