Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
Ambit Investment Advisors - Micro Marvels Portfolio
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
7.78%
−0.53%
6 Months
26.20%
0.57%
1 Year
12.30%
—
3 Years
—
—
5 Years
—
—
Since Inception
−1.57%
2.03%
Fund Age
2 yrs 1 mo
7 mo
AUM
₹406.83 Cr
₹0.29 Cr
Alpha – 1 Year
7.58%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.79%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.62
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.24%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
L 17% · M 21% · S 6%
Number of Stocks
18
20
Portfolio P/E
30.55
15.87
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%
Vedanta Iron & Steel Ltd · 8.22%
Nippon India ETF Hang Seng BeES · 7.87%
Knowledge Realty Trust · 7.21%
IndiGrid Infrastructure Trust · 6.79%
Nippon India Silver ETF · 6.53%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Others · 23.38%
Oil, Gas & Consumable Fuels · 16.98%
Realty · 13.45%
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%