Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs ICICI Prudential - Large Cap Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
ICICI Prudential - Large Cap Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
2.16%
6 Months
26.20%
3.15%
1 Year
12.30%
11.06%
3 Years
—
18.79%
5 Years
—
15.00%
Since Inception
−1.57%
16.01%
Fund Age
2 yrs 1 mo
17 yrs 5 mo
AUM
₹406.83 Cr
₹905.13 Cr
Alpha – 1 Year
7.58%
11.41%
Alpha – 3 Years
—
9.79%
Information Ratio – 3 Years
—
1.56
Volatility – 1 Year
32.79%
18.35%
Volatility – 3 Years
—
16.43%
Beta – 1 Year
1.62
1.10
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.30
0.38
Sharpe Ratio – 3 Years
—
0.82
Worst Rolling Year
—
-6.60%
Value at Worst Rolling Year
—
₹0.93 Cr
Deepest Drawdown
−25.24%
−20.17%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
—
98.49%
Median Rolling Year
—
16.07%
5-Year Rolling Windows Positive
—
99.33%
Market-Cap Mix
S 99%
L 91% · M 6% · S 0%
Number of Stocks
18
28
Portfolio P/E
30.55
29.62
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%
Samvardhana Motherson International Ltd · 7.11%
Bharti Airtel Ltd · 6.31%
Larsen & Toubro Ltd · 5.58%
State Bank of India · 5.02%
ICICI Bank Ltd · 5.00%
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%
1% / 0% / 0%