Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Merisis Catalyst Series 1
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Merisis Catalyst Series 1
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%
−2.20%
6 Months
26.20%
9.62%
1 Year
12.30%
—
3 Years
—
—
5 Years
—
—
Since Inception
−1.57%
3.28%
Fund Age
2 yrs 1 mo
9 mo
AUM
₹406.83 Cr
₹0.81 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%
S 79%
Number of Stocks
18
8
Portfolio P/E
30.55
32.20
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%
Wockhardt Ltd · 14.44%
Ion Exchange (India) Ltd · 12.96%
Ramco Systems Ltd · 11.82%
Jubilant Ingrevia Ltd · 10.28%
Venkys (India) Ltd · 10.20%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Healthcare · 21.28%
Fast Moving Consumer Goods · 19.84%
Utilities · 12.96%
Fixed Fee
2.50% / yr
1.20% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 12%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%