Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Himalaya - EverFlow India Opportunities
Ambit Investment Advisors - Micro Marvels Portfolio
Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
2.85%
6 Months
26.20%
22.81%
1 Year
12.30%
15.74%
3 Years
—
19.34%
5 Years
—
—
Since Inception
−1.57%
24.49%
Fund Age
2 yrs 1 mo
3 yrs 3 mo
AUM
₹406.83 Cr
₹446.96 Cr
Alpha – 1 Year
7.58%
11.02%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.86
Volatility – 1 Year
32.79%
23.09%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
1.62
1.11
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.30
0.51
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−25.24%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.74%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
L 19% · S 80%
Number of Stocks
18
30
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%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—