Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs ICICI Prudential- Rising Stars Strategy
Ambit Investment Advisors - Micro Marvels Portfolio
ICICI Prudential- Rising Stars Strategy
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
ICICI Prudential- Rising Stars Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
7.78%
−6.06%
6 Months
26.20%
14.81%
1 Year
12.30%
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3 Years
—
—
5 Years
—
—
Since Inception
−1.57%
6.62%
Fund Age
2 yrs 1 mo
7 mo
AUM
₹406.83 Cr
₹376.54 Cr
Alpha – 1 Year
7.58%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.79%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.62
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.24%
—
Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
S 99%
L 2% · M 28% · S 68%
Number of Stocks
18
33
Portfolio P/E
30.55
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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 · 4.92%
Indo Count Industries Ltd · 4.91%
Honasa Consumer Ltd · 4.71%
Vijaya Diagnostic Centre Ltd · 4.65%
National Aluminium Company Ltd · 4.11%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Financial Services · 17.61%
Capital Goods · 12.59%
Automobile and Auto Components · 11.41%
Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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