Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Dhanvesttor Faith Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Dhanvesttor Faith Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
7.78%
−0.07%
6 Months
26.20%
6.32%
1 Year
12.30%
4.70%
3 Years
—
—
5 Years
—
—
Since Inception
−1.57%
5.96%
Fund Age
2 yrs 1 mo
2 yrs 4 mo
AUM
₹406.83 Cr
₹25.75 Cr
Alpha – 1 Year
7.58%
−0.02%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.79%
18.06%
Volatility – 3 Years
—
—
Beta – 1 Year
1.62
1.01
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
0.05
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.24%
−15.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
L 37% · M 24% · S 36%
Number of Stocks
18
29
Portfolio P/E
30.55
27.36
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%
Divis Laboratories Ltd · 6.36%
HDFC Bank Ltd · 5.20%
Reliance Industries Ltd · 5.17%
Coal India Ltd · 4.99%
Deepak Fertilisers & Petrochemicals Corp Ltd · 4.86%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Financial Services · 21.94%
Information Technology · 15.65%
Chemicals · 15.26%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%