Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Unifi BCAD-2-BREAKOUT 20
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
3.01%
6 Months
26.20%
9.93%
1 Year
12.30%
7.49%
3 Years
—
9.34%
5 Years
—
—
Since Inception
−1.57%
11.87%
Fund Age
2 yrs 1 mo
4 yrs 7 mo
AUM
₹406.83 Cr
₹1,953.44 Cr
Alpha – 1 Year
7.58%
2.77%
Alpha – 3 Years
—
−2.75%
Information Ratio – 3 Years
—
-0.26
Volatility – 1 Year
32.79%
19.15%
Volatility – 3 Years
—
16.91%
Beta – 1 Year
1.62
1.06
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.30
0.19
Sharpe Ratio – 3 Years
—
0.30
Worst Rolling Year
—
8.22%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−25.24%
−20.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
L 17% · M 8% · S 75%
Number of Stocks
18
—
Portfolio P/E
30.55
23.80
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
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—