Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Eureka signature approach
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
0.53%
6 Months
26.20%
8.20%
1 Year
12.30%
10.87%
3 Years
—
16.09%
5 Years
—
14.49%
Since Inception
−1.57%
9.93%
Fund Age
2 yrs 1 mo
8 yrs 9 mo
AUM
₹406.83 Cr
₹64.23 Cr
Alpha – 1 Year
7.58%
7.11%
Alpha – 3 Years
—
5.20%
Information Ratio – 3 Years
—
0.63
Volatility – 1 Year
32.79%
21.13%
Volatility – 3 Years
—
19.82%
Beta – 1 Year
1.62
1.16
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
0.30
0.35
Sharpe Ratio – 3 Years
—
0.59
Worst Rolling Year
—
-6.69%
Value at Worst Rolling Year
—
₹0.93 Cr
Deepest Drawdown
−25.24%
−22.93%
Recovery Period
Not yet recovered
496 days
1-Year Rolling Windows Positive
—
90.85%
Median Rolling Year
—
19.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 25% · M 25% · S 42%
Number of Stocks
18
42
Portfolio P/E
30.55
23.92
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%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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%
1% / 1% / –