Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Samvitti-PMS Long Term Growth
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
7.49%
6 Months
26.20%
27.88%
1 Year
12.30%
29.03%
3 Years
—
18.18%
5 Years
—
15.45%
Since Inception
−1.57%
16.74%
Fund Age
2 yrs 1 mo
10 yrs 9 mo
AUM
₹406.83 Cr
₹245.99 Cr
Alpha – 1 Year
7.58%
24.31%
Alpha – 3 Years
—
6.09%
Information Ratio – 3 Years
—
0.49
Volatility – 1 Year
32.79%
21.97%
Volatility – 3 Years
—
17.89%
Beta – 1 Year
1.62
1.05
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.30
1.03
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
1.53%
Value at Worst Rolling Year
—
₹1.02 Cr
Deepest Drawdown
−25.24%
−20.27%
Recovery Period
Not yet recovered
205 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 36% · M 27% · S 36%
Number of Stocks
18
44
Portfolio P/E
30.55
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%