Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Pace - Flexi
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Pace - Flexi
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
7.78%
0.57%
6 Months
26.20%
3.80%
1 Year
12.30%
20.95%
3 Years
—
16.43%
5 Years
—
15.76%
Since Inception
−1.57%
14.79%
Fund Age
2 yrs 1 mo
5 yrs 8 mo
AUM
₹406.83 Cr
₹116.87 Cr
Alpha – 1 Year
7.58%
13.41%
Alpha – 3 Years
—
5.18%
Information Ratio – 3 Years
—
0.32
Volatility – 1 Year
32.79%
9.08%
Volatility – 3 Years
—
12.28%
Beta – 1 Year
1.62
0.54
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
0.30
1.56
Sharpe Ratio – 3 Years
—
0.88
Worst Rolling Year
—
10.68%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−25.24%
−18.39%
Recovery Period
Not yet recovered
200 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.68%
5-Year Rolling Windows Positive
—
100.00%
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%
—
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
—
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%