Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
PGIM India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
3.44%
6 Months
26.20%
14.84%
1 Year
12.30%
−4.03%
3 Years
—
5.65%
5 Years
—
—
Since Inception
−1.57%
11.22%
Fund Age
2 yrs 1 mo
3 yrs 7 mo
AUM
₹406.83 Cr
₹83.14 Cr
Alpha – 1 Year
7.58%
−3.68%
Alpha – 3 Years
—
−3.35%
Information Ratio – 3 Years
—
-0.26
Volatility – 1 Year
32.79%
22.60%
Volatility – 3 Years
—
18.97%
Beta – 1 Year
1.62
1.04
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.30
-0.31
Sharpe Ratio – 3 Years
—
0.11
Worst Rolling Year
—
4.98%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−25.24%
−33.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.75%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
L 9% · M 28% · S 60%
Number of Stocks
18
27
Portfolio P/E
30.55
28.70
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%
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%