Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Vallum India Discovery
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
8.27%
6 Months
26.20%
25.28%
1 Year
12.30%
14.17%
3 Years
—
11.84%
5 Years
—
13.19%
Since Inception
−1.57%
20.72%
Fund Age
2 yrs 1 mo
5 yrs 11 mo
AUM
₹406.83 Cr
₹1,246.45 Cr
Alpha – 1 Year
7.58%
9.45%
Alpha – 3 Years
—
−0.25%
Information Ratio – 3 Years
—
0.04
Volatility – 1 Year
32.79%
23.38%
Volatility – 3 Years
—
20.74%
Beta – 1 Year
1.62
1.12
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.30
0.45
Sharpe Ratio – 3 Years
—
0.42
Worst Rolling Year
—
8.63%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−25.24%
−32.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.18%
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%
—
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
—
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0.5% / 0%