Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Fort Capital - Value Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Fort Capital - Value Fund
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
5.09%
6 Months
26.20%
20.56%
1 Year
12.30%
20.29%
3 Years
—
11.79%
5 Years
—
16.62%
Since Inception
−1.57%
15.84%
Fund Age
2 yrs 1 mo
7 yrs 11 mo
AUM
₹406.83 Cr
₹12.5 Cr
Alpha – 1 Year
7.58%
15.57%
Alpha – 3 Years
—
−0.30%
Information Ratio – 3 Years
—
-0.02
Volatility – 1 Year
32.79%
23.44%
Volatility – 3 Years
—
21.14%
Beta – 1 Year
1.62
1.18
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.30
0.68
Sharpe Ratio – 3 Years
—
0.39
Worst Rolling Year
—
9.17%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−25.24%
−24.97%
Recovery Period
Not yet recovered
470 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
22.65%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
S 93%
Number of Stocks
18
28
Portfolio P/E
30.55
21.42
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%
—
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Capital Goods · 32.17%
Chemicals · 16.27%
Automobile and Auto Components · 16.12%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%