Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
True-Equity Factor Quant
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
1.09%
6 Months
26.20%
3.47%
1 Year
12.30%
−3.80%
3 Years
—
11.26%
5 Years
—
—
Since Inception
−1.57%
13.40%
Fund Age
2 yrs 1 mo
3 yrs 11 mo
AUM
₹406.83 Cr
₹143.29 Cr
Alpha – 1 Year
7.58%
−6.78%
Alpha – 3 Years
—
−0.63%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
32.79%
15.14%
Volatility – 3 Years
—
16.91%
Beta – 1 Year
1.62
0.83
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.30
-0.54
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
11.18%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−25.24%
−27.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.01%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
—
Number of Stocks
18
50
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%