Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs ICICI Prudential PMS Emerging Leaders Strategy
Ambit Investment Advisors - Micro Marvels Portfolio
ICICI Prudential PMS Emerging Leaders Strategy
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
ICICI Prudential PMS Emerging Leaders Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
7.78%
1.66%
6 Months
26.20%
4.68%
1 Year
12.30%
12.13%
3 Years
—
—
5 Years
—
—
Since Inception
−1.57%
10.02%
Fund Age
2 yrs 1 mo
2 yrs 6 mo
AUM
₹406.83 Cr
₹267.19 Cr
Alpha – 1 Year
7.58%
7.41%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.79%
16.03%
Volatility – 3 Years
—
—
Beta – 1 Year
1.62
0.91
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
0.46
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.24%
−11.86%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
L 3% · M 61% · S 32%
Number of Stocks
18
40
Portfolio P/E
30.55
28.06
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%
FSN E-Commerce Ventures Ltd · 5.29%
Jindal Stainless Ltd · 4.78%
Jindal Steel Ltd · 3.99%
Sarda Energy & Minerals Ltd · 3.59%
National Aluminium Company Ltd · 3.54%
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%