Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Equentis Concentrated Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Equentis Concentrated Portfolio
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%
2.11%
6 Months
26.20%
6.51%
1 Year
12.30%
4.40%
3 Years
—
—
5 Years
—
—
Since Inception
−1.57%
5.71%
Fund Age
2 yrs 1 mo
18 mo
AUM
₹406.83 Cr
₹24.25 Cr
Alpha – 1 Year
7.58%
4.75%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.79%
15.94%
Volatility – 3 Years
—
—
Beta – 1 Year
1.62
0.93
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
0.02
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.24%
−14.84%
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 56% · M 22% · S 19%
Number of Stocks
18
59
Portfolio P/E
30.55
41.96
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%
Cash & Cash Equivalent · 7.76%
State Bank of India · 4.90%
Nippon India ETF Nifty PSU Bank BeES · 4.32%
Lenskart Solutions Ltd · 3.99%
ICICI Pru Nifty Metal ETF · 3.85%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Financial Services · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%