Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Prosperity - Discovery Fund
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
4.17%
6 Months
26.20%
20.15%
1 Year
12.30%
7.22%
3 Years
—
9.88%
5 Years
—
10.18%
Since Inception
−1.57%
17.47%
Fund Age
2 yrs 1 mo
5 yrs 8 mo
AUM
₹406.83 Cr
₹112.12 Cr
Alpha – 1 Year
7.58%
2.50%
Alpha – 3 Years
—
−2.21%
Information Ratio – 3 Years
—
-0.17
Volatility – 1 Year
32.79%
30.34%
Volatility – 3 Years
—
23.32%
Beta – 1 Year
1.62
1.54
Beta – 3 Years
—
1.29
Sharpe Ratio – 1 Year
0.30
0.19
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
8.52%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−25.24%
−32.53%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
M 39% · S 59%
Number of Stocks
18
28
Portfolio P/E
30.55
38.78
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
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%