Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs ICICI Prudential PMS Growth Leaders Strategy
Ambit Investment Advisors - Micro Marvels Portfolio
ICICI Prudential PMS Growth Leaders Strategy
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
ICICI Prudential PMS Growth Leaders Strategy
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
2.13%
6 Months
26.20%
4.45%
1 Year
12.30%
9.07%
3 Years
—
17.41%
5 Years
—
13.90%
Since Inception
−1.57%
12.23%
Fund Age
2 yrs 1 mo
25 yrs 8 mo
AUM
₹406.83 Cr
₹1,659.64 Cr
Alpha – 1 Year
7.58%
4.35%
Alpha – 3 Years
—
5.32%
Information Ratio – 3 Years
—
1.35
Volatility – 1 Year
32.79%
16.92%
Volatility – 3 Years
—
15.61%
Beta – 1 Year
1.62
0.95
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.30
0.28
Sharpe Ratio – 3 Years
—
0.78
Worst Rolling Year
—
-11.28%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
−25.24%
−20.82%
Recovery Period
Not yet recovered
521 days
1-Year Rolling Windows Positive
—
89.60%
Median Rolling Year
—
15.37%
5-Year Rolling Windows Positive
—
93.68%
Market-Cap Mix
S 99%
L 58% · M 17% · S 24%
Number of Stocks
18
37
Portfolio P/E
30.55
28.58
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%
ICICI Bank Ltd · 6.05%
FSN E-Commerce Ventures Ltd · 5.03%
Bharti Airtel Ltd · 4.92%
State Bank of India · 4.85%
Eternal Ltd · 4.72%
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%