Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Purnartha Dynamic Midcap
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
−0.54%
6 Months
26.20%
12.07%
1 Year
12.30%
11.66%
3 Years
—
13.52%
5 Years
—
—
Since Inception
−1.57%
14.98%
Fund Age
2 yrs 1 mo
3 yrs 6 mo
AUM
₹406.83 Cr
₹447.27 Cr
Alpha – 1 Year
7.58%
6.94%
Alpha – 3 Years
—
1.43%
Information Ratio – 3 Years
—
0.13
Volatility – 1 Year
32.79%
21.15%
Volatility – 3 Years
—
18.85%
Beta – 1 Year
1.62
1.14
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
0.30
0.37
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
10.55%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−25.24%
−17.40%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
L 28% · M 19% · S 29%
Number of Stocks
18
—
Portfolio P/E
30.55
33.83
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%
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
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
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%