Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Ionic Allocate Portfolio - Moderate
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Ionic Allocate Portfolio - Moderate
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 4.7%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
7.78%
1.04%
6 Months
26.20%
1.10%
1 Year
12.30%
24.19%
3 Years
—
—
5 Years
—
—
Since Inception
−1.57%
23.57%
Fund Age
2 yrs 1 mo
15 mo
AUM
₹406.83 Cr
₹82.05 Cr
Alpha – 1 Year
7.58%
23.04%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.79%
12.05%
Volatility – 3 Years
—
—
Beta – 1 Year
1.62
0.84
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
1.42
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.24%
−11.46%
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%
—
Number of Stocks
18
75
Portfolio P/E
30.55
—
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 Pru Equity Savings Fund - Dir (G) · 8.57%
Indus Infra Trust · 7.59%
IndiGrid Infrastructure Trust · 7.03%
Mirae Asset Gold ETF · 6.09%
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 5.70%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
—
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –