Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Emkay Investments - Indias Golden Decade of Growth
Ambit Investment Advisors - Micro Marvels Portfolio
Emkay Investments - Indias Golden Decade of Growth
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Emkay Investments - Indias Golden Decade of Growth
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%
2.09%
6 Months
26.20%
11.86%
1 Year
12.30%
5.85%
3 Years
—
—
5 Years
—
—
Since Inception
−1.57%
15.00%
Fund Age
2 yrs 1 mo
2 yrs 10 mo
AUM
₹406.83 Cr
₹101.25 Cr
Alpha – 1 Year
7.58%
1.13%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.79%
21.08%
Volatility – 3 Years
—
—
Beta – 1 Year
1.62
1.15
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.24%
−17.28%
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 39% · M 19% · S 43%
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%
ICICI Bank Ltd · 0.00%
Eternal Ltd · 0.00%
Nippon Life India Asset Management Ltd · 0.00%
Larsen & Toubro Ltd · 0.00%
Reliance Industries Ltd · 0.00%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—