Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Nine Rivers Capital - Aurum Small Cap Opportunities
Ambit Investment Advisors - Micro Marvels Portfolio
Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
−0.59%
6 Months
26.20%
18.29%
1 Year
12.30%
5.81%
3 Years
—
7.48%
5 Years
—
14.52%
Since Inception
−1.57%
24.60%
Fund Age
2 yrs 1 mo
13 yrs 8 mo
AUM
₹406.83 Cr
₹708.2 Cr
Alpha – 1 Year
7.58%
1.09%
Alpha – 3 Years
—
−4.61%
Information Ratio – 3 Years
—
-0.16
Volatility – 1 Year
32.79%
29.19%
Volatility – 3 Years
—
22.60%
Beta – 1 Year
1.62
1.53
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.30
0.14
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
-18.85%
Value at Worst Rolling Year
—
₹0.81 Cr
Deepest Drawdown
−25.24%
−30.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
85.17%
Median Rolling Year
—
23.06%
5-Year Rolling Windows Positive
—
96.19%
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%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
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%