Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Shree dynamic plan
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Shree dynamic plan
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
7.78%
1.81%
6 Months
26.20%
1.04%
1 Year
12.30%
0.26%
3 Years
—
5.24%
5 Years
—
—
Since Inception
−1.57%
8.72%
Fund Age
2 yrs 1 mo
3 yrs 3 mo
AUM
₹406.83 Cr
₹10.49 Cr
Alpha – 1 Year
7.58%
−5.71%
Alpha – 3 Years
—
−5.66%
Information Ratio – 3 Years
—
-0.42
Volatility – 1 Year
32.79%
12.03%
Volatility – 3 Years
—
9.92%
Beta – 1 Year
1.62
1.11
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.30
-0.37
Sharpe Ratio – 3 Years
—
0.02
Worst Rolling Year
—
4.93%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−25.24%
−12.18%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
6.41%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
—
Number of Stocks
18
—
Portfolio P/E
30.55
—
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
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%