Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Composite India - Emerging Star Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
5.76%
6 Months
26.20%
25.00%
1 Year
12.30%
17.14%
3 Years
—
16.20%
5 Years
—
15.34%
Since Inception
−1.57%
19.60%
Fund Age
2 yrs 1 mo
7 yrs 3 mo
AUM
₹406.83 Cr
₹127.23 Cr
Alpha – 1 Year
7.58%
12.42%
Alpha – 3 Years
—
4.43%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
32.79%
23.12%
Volatility – 3 Years
—
20.20%
Beta – 1 Year
1.62
1.18
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.30
0.56
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
13.55%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−25.24%
−26.74%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 26% · M 19% · S 50%
Number of Stocks
18
101
Portfolio P/E
30.55
52.20
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%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%