Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
−0.46%
6 Months
26.20%
6.77%
1 Year
12.30%
7.38%
3 Years
—
9.03%
5 Years
—
—
Since Inception
−1.57%
10.29%
Fund Age
2 yrs 1 mo
4 yrs 2 mo
AUM
₹406.83 Cr
₹9.69 Cr
Alpha – 1 Year
7.58%
7.73%
Alpha – 3 Years
—
0.04%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
32.79%
17.08%
Volatility – 3 Years
—
16.18%
Beta – 1 Year
1.62
0.95
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
0.30
0.20
Sharpe Ratio – 3 Years
—
0.33
Worst Rolling Year
—
7.39%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−25.24%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
L 41% · M 53%
Number of Stocks
18
22
Portfolio P/E
30.55
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –