Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Unifi Blended - Rangoli
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
3.17%
6 Months
26.20%
10.91%
1 Year
12.30%
10.45%
3 Years
—
10.60%
5 Years
—
10.74%
Since Inception
−1.57%
18.07%
Fund Age
2 yrs 1 mo
9 yrs 2 mo
AUM
₹406.83 Cr
₹11,464.61 Cr
Alpha – 1 Year
7.58%
5.73%
Alpha – 3 Years
—
−1.49%
Information Ratio – 3 Years
—
-0.11
Volatility – 1 Year
32.79%
18.78%
Volatility – 3 Years
—
16.83%
Beta – 1 Year
1.62
1.04
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.30
0.34
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
4.89%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−25.24%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 24% · M 11% · S 66%
Number of Stocks
18
—
Portfolio P/E
30.55
21.80
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
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility 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%