Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs MoneyBee-QUEENBEE
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
MoneyBee-QUEENBEE
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
7.78%
1.65%
6 Months
26.20%
18.05%
1 Year
12.30%
−2.50%
3 Years
—
11.39%
5 Years
—
20.90%
Since Inception
−1.57%
19.45%
Fund Age
2 yrs 1 mo
19 yrs 2 mo
AUM
₹406.83 Cr
₹108.27 Cr
Alpha – 1 Year
7.58%
−6.26%
Alpha – 3 Years
—
0.49%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.79%
31.36%
Volatility – 3 Years
—
—
Beta – 1 Year
1.62
1.61
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
-0.11
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%
—
Number of Stocks
18
—
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%
Deep Industries Ltd · 24.32%
K.P. Energy Ltd · 14.58%
Suyog Telematics Ltd · 6.69%
Tejas Networks Ltd · 6.15%
Kilburn Engineering Ltd · 5.22%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
—
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% / 0%