Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Edelweiss Focused Mid & Small Cap Portfolio Series II
Ambit Investment Advisors - Micro Marvels Portfolio
Edelweiss Focused Mid & Small Cap Portfolio Series II
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Edelweiss Focused Mid & Small Cap Portfolio Series II
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
3.29%
6 Months
26.20%
24.50%
1 Year
12.30%
16.08%
3 Years
—
8.83%
5 Years
—
7.88%
Since Inception
−1.57%
9.93%
Fund Age
2 yrs 1 mo
8 yrs 7 mo
AUM
₹406.83 Cr
₹6.19 Cr
Alpha – 1 Year
7.58%
16.43%
Alpha – 3 Years
—
−0.16%
Information Ratio – 3 Years
—
0.06
Volatility – 1 Year
32.79%
23.83%
Volatility – 3 Years
—
20.97%
Beta – 1 Year
1.62
1.19
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.30
0.51
Sharpe Ratio – 3 Years
—
0.26
Worst Rolling Year
—
-1.14%
Value at Worst Rolling Year
—
₹0.99 Cr
Deepest Drawdown
−25.24%
−28.92%
Recovery Period
Not yet recovered
458 days
1-Year Rolling Windows Positive
—
98.16%
Median Rolling Year
—
14.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 9% · M 13% · S 77%
Number of Stocks
18
33
Portfolio P/E
30.55
33.49
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%
Kirloskar Oil Engines Ltd · 4.82%
Aster DM Quality Care Ltd · 4.58%
Fedbank Financial Services Ltd · 4.23%
JM Financial Ltd · 4.15%
Kalyan Jewellers India Ltd · 4.09%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Financial Services · 21.34%
Consumer Services · 17.81%
Capital Goods · 15.50%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%