Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Centrum PMS - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Centrum PMS - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
1.04%
6 Months
26.20%
0.68%
1 Year
12.30%
4.83%
3 Years
—
11.13%
5 Years
—
9.90%
Since Inception
−1.57%
12.28%
Fund Age
2 yrs 1 mo
15 yrs 2 mo
AUM
₹406.83 Cr
₹29.37 Cr
Alpha – 1 Year
7.58%
0.11%
Alpha – 3 Years
—
−0.96%
Information Ratio – 3 Years
—
-0.05
Volatility – 1 Year
32.79%
19.36%
Volatility – 3 Years
—
17.04%
Beta – 1 Year
1.62
1.09
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.30
0.06
Sharpe Ratio – 3 Years
—
0.43
Worst Rolling Year
—
-9.48%
Value at Worst Rolling Year
—
₹0.91 Cr
Deepest Drawdown
−25.24%
−20.50%
Recovery Period
Not yet recovered
315 days
1-Year Rolling Windows Positive
—
93.37%
Median Rolling Year
—
15.70%
5-Year Rolling Windows Positive
—
98.37%
Market-Cap Mix
S 99%
L 58% · M 7% · S 23%
Number of Stocks
18
23
Portfolio P/E
30.55
35.03
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 · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
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%