Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Ksema - Alpha
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
1.08%
6 Months
26.20%
1.74%
1 Year
12.30%
10.49%
3 Years
—
12.80%
5 Years
—
12.91%
Since Inception
−1.57%
15.37%
Fund Age
2 yrs 1 mo
7 yrs 7 mo
AUM
₹406.83 Cr
₹15.96 Cr
Alpha – 1 Year
7.58%
10.84%
Alpha – 3 Years
—
3.80%
Information Ratio – 3 Years
—
0.47
Volatility – 1 Year
32.79%
19.22%
Volatility – 3 Years
—
17.53%
Beta – 1 Year
1.62
1.18
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.30
0.34
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
12.46%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−25.24%
−19.38%
Recovery Period
Not yet recovered
275 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.63%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 64% · M 15% · S 21%
Number of Stocks
18
38
Portfolio P/E
30.55
24.65
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 · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%