Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Green Portfolio - The Impact ESG Fund
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
7.78%
−3.33%
6 Months
26.20%
24.60%
1 Year
12.30%
7.56%
3 Years
—
20.98%
5 Years
—
—
Since Inception
−1.57%
24.10%
Fund Age
2 yrs 1 mo
4 yrs 4 mo
AUM
₹406.83 Cr
₹3.89 Cr
Alpha – 1 Year
7.58%
4.58%
Alpha – 3 Years
—
9.08%
Information Ratio – 3 Years
—
0.07
Volatility – 1 Year
32.79%
32.74%
Volatility – 3 Years
—
27.24%
Beta – 1 Year
1.62
1.49
Beta – 3 Years
—
1.30
Sharpe Ratio – 1 Year
0.30
0.20
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
17.91%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−25.24%
−34.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.17%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
—
Number of Stocks
18
27
Portfolio P/E
30.55
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%