Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Karma - Wealth Builder
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
4.30%
6 Months
26.20%
9.50%
1 Year
12.30%
10.30%
3 Years
—
13.40%
5 Years
—
13.85%
Since Inception
−1.57%
12.90%
Fund Age
2 yrs 1 mo
19 yrs 8 mo
AUM
₹406.83 Cr
₹295.65 Cr
Alpha – 1 Year
7.58%
5.60%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
32.79%
20.18%
Volatility – 3 Years
—
17.30%
Beta – 1 Year
1.62
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.30
0.32
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-20.52%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
−25.24%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
82.46%
Median Rolling Year
—
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
S 99%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –