Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Green Portfolio - Super 30 Dynamic
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
7.78%
−0.92%
6 Months
26.20%
32.15%
1 Year
12.30%
16.77%
3 Years
—
19.00%
5 Years
—
20.10%
Since Inception
−1.57%
27.01%
Fund Age
2 yrs 1 mo
6 yrs 10 mo
AUM
₹406.83 Cr
₹247.64 Cr
Alpha – 1 Year
7.58%
13.79%
Alpha – 3 Years
—
7.10%
Information Ratio – 3 Years
—
0.30
Volatility – 1 Year
32.79%
39.13%
Volatility – 3 Years
—
29.47%
Beta – 1 Year
1.62
1.87
Beta – 3 Years
—
1.36
Sharpe Ratio – 1 Year
0.30
0.42
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
15.03%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−25.24%
−35.86%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.90%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
S 80%
Number of Stocks
18
42
Portfolio P/E
30.55
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%