Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs MoneyGrow Asset-Large Midcap
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
MoneyGrow Asset-Large Midcap
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
1.12%
6 Months
26.20%
9.15%
1 Year
12.30%
11.50%
3 Years
—
15.21%
5 Years
—
—
Since Inception
−1.57%
17.99%
Fund Age
2 yrs 1 mo
3 yrs 4 mo
AUM
₹406.83 Cr
₹113.51 Cr
Alpha – 1 Year
7.58%
11.85%
Alpha – 3 Years
—
6.21%
Information Ratio – 3 Years
—
0.97
Volatility – 1 Year
32.79%
21.57%
Volatility – 3 Years
—
16.25%
Beta – 1 Year
1.62
1.26
Beta – 3 Years
—
1.09
Sharpe Ratio – 1 Year
0.30
0.37
Sharpe Ratio – 3 Years
—
0.63
Worst Rolling Year
—
14.24%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−25.24%
−19.23%
Recovery Period
Not yet recovered
79 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.47%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
L 33% · M 28% · S 38%
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%
—
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%