Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Motilal Oswal - Ethical
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
1.53%
6 Months
26.20%
18.13%
1 Year
12.30%
13.15%
3 Years
—
14.12%
5 Years
—
11.96%
Since Inception
−1.57%
13.25%
Fund Age
2 yrs 1 mo
5 yrs 1 mo
AUM
₹406.83 Cr
₹77.09 Cr
Alpha – 1 Year
7.58%
10.17%
Alpha – 3 Years
—
2.24%
Information Ratio – 3 Years
—
0.36
Volatility – 1 Year
32.79%
23.76%
Volatility – 3 Years
—
19.81%
Beta – 1 Year
1.62
1.23
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.30
0.40
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
8.04%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−25.24%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 28% · M 28% · S 44%
Number of Stocks
18
20
Portfolio P/E
30.55
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%