Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
InCred Capital - Multicap PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
6.10%
6 Months
26.20%
8.11%
1 Year
12.30%
−2.73%
3 Years
—
11.42%
5 Years
—
12.09%
Since Inception
−1.57%
13.75%
Fund Age
2 yrs 1 mo
5 yrs 5 mo
AUM
₹406.83 Cr
₹205.48 Cr
Alpha – 1 Year
7.58%
−5.71%
Alpha – 3 Years
—
−0.47%
Information Ratio – 3 Years
—
-0.07
Volatility – 1 Year
32.79%
23.93%
Volatility – 3 Years
—
22.69%
Beta – 1 Year
1.62
1.24
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.30
-0.23
Sharpe Ratio – 3 Years
—
0.35
Worst Rolling Year
—
11.05%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−25.24%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 28% · M 36% · S 34%
Number of Stocks
18
29
Portfolio P/E
30.55
46.19
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%
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%