Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Green Lantern - Growth Fund
Return for the risk
3 yrs return
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
1.81%
6 Months
26.20%
9.83%
1 Year
12.30%
13.53%
3 Years
—
28.65%
5 Years
—
30.15%
Since Inception
−1.57%
22.72%
Fund Age
2 yrs 1 mo
8 yrs 8 mo
AUM
₹406.83 Cr
₹1,835.92 Cr
Alpha – 1 Year
7.58%
8.81%
Alpha – 3 Years
—
16.56%
Information Ratio – 3 Years
—
1.28
Volatility – 1 Year
32.79%
19.12%
Volatility – 3 Years
—
18.89%
Beta – 1 Year
1.62
0.96
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.30
0.47
Sharpe Ratio – 3 Years
—
1.16
Worst Rolling Year
—
-6.00%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−25.24%
−13.66%
Recovery Period
Not yet recovered
411 days
1-Year Rolling Windows Positive
—
97.32%
Median Rolling Year
—
40.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 24% · M 10% · S 45%
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%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 0%