Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Merisis Smartblend ETF
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Merisis Smartblend ETF
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 4.7%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
7.78%
0.11%
6 Months
26.20%
2.14%
1 Year
12.30%
23.87%
3 Years
—
—
5 Years
—
—
Since Inception
−1.57%
23.48%
Fund Age
2 yrs 1 mo
12 mo
AUM
₹406.83 Cr
₹6.15 Cr
Alpha – 1 Year
7.58%
24.22%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.79%
14.34%
Volatility – 3 Years
—
—
Beta – 1 Year
1.62
0.74
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
1.21
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.24%
−11.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
L 15% · M 12% · S 21%
Number of Stocks
18
9
Portfolio P/E
30.55
97.80
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%
Nippon India ETF Nifty 50 BeES · 21.80%
Cash & Cash Equivalent · 15.75%
HDFC NIFTY Smallcap 250 ETF · 14.58%
IndiGrid Infrastructure Trust · 9.73%
Nippon India Nifty Pharma ETF · 8.23%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Healthcare · 16.42%
Automobile and Auto Components · 13.80%
Financial Services · 11.16%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
– / 0% / 0%