Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Carnelian Capital - Contra Portfolio Strategy
Ambit Investment Advisors - Micro Marvels Portfolio
Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
15%
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
2.00%
6 Months
26.20%
4.51%
1 Year
12.30%
15.12%
3 Years
—
22.90%
5 Years
—
—
Since Inception
−1.57%
24.96%
Fund Age
2 yrs 1 mo
4 yrs 7 mo
AUM
₹406.83 Cr
₹136 Cr
Alpha – 1 Year
7.58%
10.40%
Alpha – 3 Years
—
10.82%
Information Ratio – 3 Years
—
1.17
Volatility – 1 Year
32.79%
19.24%
Volatility – 3 Years
—
20.81%
Beta – 1 Year
1.62
1.07
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
0.30
0.55
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
21.90%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−25.24%
−25.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.91%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
L 53% · M 22% · S 20%
Number of Stocks
18
18
Portfolio P/E
30.55
27.00
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%