Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Unifi BCAD
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
2.20%
6 Months
26.20%
6.88%
1 Year
12.30%
5.29%
3 Years
—
8.34%
5 Years
—
9.52%
Since Inception
−1.57%
13.35%
Fund Age
2 yrs 1 mo
8 yrs 3 mo
AUM
₹406.83 Cr
₹237.35 Cr
Alpha – 1 Year
7.58%
0.57%
Alpha – 3 Years
—
−3.75%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
32.79%
19.09%
Volatility – 3 Years
—
16.74%
Beta – 1 Year
1.62
1.07
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.30
0.09
Sharpe Ratio – 3 Years
—
0.25
Worst Rolling Year
—
7.37%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−25.24%
−20.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.34%
5-Year Rolling Windows Positive
—
100.00%
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%
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
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%
0% / 0% / 0%