Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Hem Securities - India Rising SME Stars
Ambit Investment Advisors - Micro Marvels Portfolio
Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
10%
15%
20%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
7.78%
13.08%
6 Months
26.20%
39.75%
1 Year
12.30%
15.14%
3 Years
—
13.51%
5 Years
—
—
Since Inception
−1.57%
26.22%
Fund Age
2 yrs 1 mo
4 yrs 6 mo
AUM
₹406.83 Cr
₹81.24 Cr
Alpha – 1 Year
7.58%
11.38%
Alpha – 3 Years
—
2.62%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
32.79%
46.80%
Volatility – 3 Years
—
34.40%
Beta – 1 Year
1.62
2.21
Beta – 3 Years
—
1.57
Sharpe Ratio – 1 Year
0.30
0.38
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
9.66%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−25.24%
−43.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
—
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%
—
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%