Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs NMR GROWTH STRATEGY
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Ambit Investment Advisors - Micro Marvels Portfolio
NMR GROWTH STRATEGY
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
7.78%
5.30%
6 Months
26.20%
39.16%
1 Year
12.30%
20.20%
3 Years
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—
5 Years
—
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Since Inception
−1.57%
17.87%
Fund Age
2 yrs 1 mo
19 mo
AUM
₹406.83 Cr
₹82.38 Cr
Alpha – 1 Year
7.58%
15.48%
Alpha – 3 Years
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—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.79%
34.86%
Volatility – 3 Years
—
—
Beta – 1 Year
1.62
1.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
0.53
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.24%
−24.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
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—
Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
S 99%
—
Number of Stocks
18
—
Portfolio P/E
30.55
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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%
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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