Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Sameeksha - Equity Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
−0.38%
6 Months
26.20%
11.48%
1 Year
12.30%
7.29%
3 Years
—
16.29%
5 Years
—
16.45%
Since Inception
−1.57%
20.67%
Fund Age
2 yrs 1 mo
10 yrs 4 mo
AUM
₹406.83 Cr
₹1,333.94 Cr
Alpha – 1 Year
7.58%
2.57%
Alpha – 3 Years
—
4.20%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
32.79%
21.33%
Volatility – 3 Years
—
16.22%
Beta – 1 Year
1.62
1.18
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.30
0.18
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
-0.52%
Value at Worst Rolling Year
—
₹0.99 Cr
Deepest Drawdown
−25.24%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
98.89%
Median Rolling Year
—
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
—
Number of Stocks
18
50
Portfolio P/E
30.55
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 0% / 0%