Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Unifi APJ 20*
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
3.07%
6 Months
26.20%
13.63%
1 Year
12.30%
10.76%
3 Years
—
13.00%
5 Years
—
13.13%
Since Inception
−1.57%
20.07%
Fund Age
2 yrs 1 mo
10 yrs 11 mo
AUM
₹406.83 Cr
₹942.94 Cr
Alpha – 1 Year
7.58%
6.04%
Alpha – 3 Years
—
0.91%
Information Ratio – 3 Years
—
0.27
Volatility – 1 Year
32.79%
18.61%
Volatility – 3 Years
—
17.55%
Beta – 1 Year
1.62
1.02
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.30
0.35
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-10.32%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−25.24%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
—
95.82%
Median Rolling Year
—
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 15% · M 3% · S 82%
Number of Stocks
18
—
Portfolio P/E
30.55
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—