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Ambit Investment Advisors - Micro Marvels Portfolio vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Ambit Investment Advisors - Micro Marvels Portfolio
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
0.95%
6 Months
26.20%
11.98%
1 Year
12.30%
18.12%
3 Years
—
18.24%
5 Years
—
—
Since Inception
−1.57%
20.21%
Fund Age
2 yrs 1 mo
4 yrs 8 mo
AUM
₹406.83 Cr
₹424.87 Cr
Alpha – 1 Year
7.58%
13.40%
Alpha – 3 Years
—
6.15%
Information Ratio – 3 Years
—
0.85
Volatility – 1 Year
32.79%
22.44%
Volatility – 3 Years
—
19.69%
Beta – 1 Year
1.62
1.22
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
0.30
0.61
Sharpe Ratio – 3 Years
—
0.80
Worst Rolling Year
—
18.24%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−25.24%
−25.57%
Recovery Period
Not yet recovered
337 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.33%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
M 1% · S 89%
Number of Stocks
18
30
Portfolio P/E
30.55
23.45
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 · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%