Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Nippon - Indian Economic Transformation - ETP
Ambit Investment Advisors - Micro Marvels Portfolio
Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Nippon - Indian Economic Transformation - ETP
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
7.78%
3.08%
6 Months
26.20%
9.19%
1 Year
12.30%
9.02%
3 Years
—
14.71%
5 Years
—
10.31%
Since Inception
−1.57%
14.95%
Fund Age
2 yrs 1 mo
7 yrs 10 mo
AUM
₹406.83 Cr
₹42.73 Cr
Alpha – 1 Year
7.58%
4.30%
Alpha – 3 Years
—
2.62%
Information Ratio – 3 Years
—
0.63
Volatility – 1 Year
32.79%
17.52%
Volatility – 3 Years
—
14.89%
Beta – 1 Year
1.62
0.97
Beta – 3 Years
—
0.92
Sharpe Ratio – 1 Year
0.30
0.26
Sharpe Ratio – 3 Years
—
0.66
Worst Rolling Year
—
8.19%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−25.24%
−18.24%
Recovery Period
Not yet recovered
238 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.27%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 18% · M 16% · S 37%
Number of Stocks
18
30
Portfolio P/E
30.55
31.64
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%
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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%