Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
7.78%
6.38%
6 Months
26.20%
30.29%
1 Year
12.30%
21.45%
3 Years
—
18.94%
5 Years
—
—
Since Inception
−1.57%
23.25%
Fund Age
2 yrs 1 mo
3 yrs 1 mo
AUM
₹406.83 Cr
₹185.04 Cr
Alpha – 1 Year
7.58%
16.73%
Alpha – 3 Years
—
6.85%
Information Ratio – 3 Years
—
0.59
Volatility – 1 Year
32.79%
29.11%
Volatility – 3 Years
—
25.42%
Beta – 1 Year
1.62
1.26
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.30
0.62
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
18.95%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−25.24%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.62%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
—
Number of Stocks
18
40
Portfolio P/E
30.55
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%