Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
0.97%
6 Months
26.20%
6.33%
1 Year
12.30%
−0.99%
3 Years
—
6.26%
5 Years
—
6.47%
Since Inception
−1.57%
5.18%
Fund Age
2 yrs 1 mo
19 yrs 5 mo
AUM
₹406.83 Cr
₹95.89 Cr
Alpha – 1 Year
7.58%
2.51%
Alpha – 3 Years
—
−2.73%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
32.79%
20.93%
Volatility – 3 Years
—
17.77%
Beta – 1 Year
1.62
1.14
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.30
-0.20
Sharpe Ratio – 3 Years
—
0.23
Worst Rolling Year
—
-21.50%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
−25.24%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
74.63%
Median Rolling Year
—
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
S 99%
L 77% · M 12% · S 11%
Number of Stocks
18
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%