Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Karma Capital Magnolia
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Karma Capital Magnolia
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
0.10%
6 Months
26.20%
8.00%
1 Year
12.30%
6.50%
3 Years
—
11.40%
5 Years
—
—
Since Inception
−1.57%
13.00%
Fund Age
2 yrs 1 mo
3 yrs 6 mo
AUM
₹406.83 Cr
₹9.42 Cr
Alpha – 1 Year
7.58%
1.80%
Alpha – 3 Years
—
−0.70%
Information Ratio – 3 Years
—
-0.20
Volatility – 1 Year
32.79%
21.60%
Volatility – 3 Years
—
16.09%
Beta – 1 Year
1.62
1.19
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.30
0.17
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
8.82%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−25.24%
−17.53%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.10%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
L 51% · M 15% · S 33%
Number of Stocks
18
—
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 Bank Ltd · 5.80%
Bajaj Finance Ltd · 5.80%
Cholamandalam Investment & Finance Company Ltd · 5.10%
HDFC Bank Ltd · 4.90%
Piramal Finance Ltd · 4.60%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0.1% / – / 0%