Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Emkay Investments - Capital Builder
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Emkay Investments - Capital Builder
Return for the risk
3 yrs return
10%
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
7.78%
1.99%
6 Months
26.20%
8.53%
1 Year
12.30%
11.64%
3 Years
—
17.19%
5 Years
—
15.63%
Since Inception
−1.57%
16.41%
Fund Age
2 yrs 1 mo
13 yrs 4 mo
AUM
₹406.83 Cr
₹575.07 Cr
Alpha – 1 Year
7.58%
6.92%
Alpha – 3 Years
—
5.10%
Information Ratio – 3 Years
—
0.78
Volatility – 1 Year
32.79%
17.51%
Volatility – 3 Years
—
14.23%
Beta – 1 Year
1.62
0.92
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
0.30
0.42
Sharpe Ratio – 3 Years
—
0.84
Worst Rolling Year
—
-7.95%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
−25.24%
−14.61%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
93.59%
Median Rolling Year
—
16.55%
5-Year Rolling Windows Positive
—
99.01%
Market-Cap Mix
S 99%
L 61% · M 15% · S 25%
Number of Stocks
18
—
Portfolio P/E
30.55
—
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 · 8.60%
ICICI Bank Ltd · 8.10%
HDFC Bank Ltd · 7.60%
Federal Bank Ltd · 7.20%
Eternal Ltd · 6.20%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—