Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Equirus Securities - Long Horizon Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
5.54%
6 Months
26.20%
29.52%
1 Year
12.30%
27.35%
3 Years
—
14.30%
5 Years
—
12.28%
Since Inception
−1.57%
21.22%
Fund Age
2 yrs 1 mo
9 yrs 10 mo
AUM
₹406.83 Cr
₹374.43 Cr
Alpha – 1 Year
7.58%
22.63%
Alpha – 3 Years
—
2.21%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
32.79%
28.49%
Volatility – 3 Years
—
24.50%
Beta – 1 Year
1.62
1.39
Beta – 3 Years
—
1.24
Sharpe Ratio – 1 Year
0.30
0.80
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
-3.89%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−25.24%
−30.92%
Recovery Period
Not yet recovered
484 days
1-Year Rolling Windows Positive
—
98.76%
Median Rolling Year
—
18.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
M 4% · S 95%
Number of Stocks
18
29
Portfolio P/E
30.55
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
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%
2% / 1% / 0%