Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Right Horizons - Alphabots India Largecap 50
Ambit Investment Advisors - Micro Marvels Portfolio
Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
7.78%
4.41%
6 Months
26.20%
0.07%
1 Year
12.30%
4.08%
3 Years
—
6.47%
5 Years
—
—
Since Inception
−1.57%
11.08%
Fund Age
2 yrs 1 mo
6 yrs 6 mo
AUM
₹406.83 Cr
₹1.91 Cr
Alpha – 1 Year
7.58%
4.51%
Alpha – 3 Years
—
−2.09%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
32.79%
16.64%
Volatility – 3 Years
—
14.35%
Beta – 1 Year
1.62
0.98
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.30
-0.01
Sharpe Ratio – 3 Years
—
0.13
Worst Rolling Year
—
5.64%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−25.24%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.94%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
L 90% · M 7%
Number of Stocks
18
50
Portfolio P/E
30.55
26.76
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 · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / –