Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs ValPro Alpha A
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
ValPro Alpha A
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
0.73%
6 Months
26.20%
20.81%
1 Year
12.30%
18.30%
3 Years
—
17.96%
5 Years
—
12.95%
Since Inception
−1.57%
15.75%
Fund Age
2 yrs 1 mo
5 yrs 4 mo
AUM
₹406.83 Cr
₹193.44 Cr
Alpha – 1 Year
7.58%
19.72%
Alpha – 3 Years
—
10.22%
Information Ratio – 3 Years
—
1.02
Volatility – 1 Year
32.79%
26.31%
Volatility – 3 Years
—
19.93%
Beta – 1 Year
1.62
1.42
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
0.30
0.55
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
8.87%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−25.24%
−19.69%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 31% · M 8% · S 35%
Number of Stocks
18
112
Portfolio P/E
30.55
35.74
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%
Sacheerome Ltd · 5.27%
Max India Ltd · 4.89%
Namo eWaste Management Ltd · 4.77%
Sunlite Recycling Industries Ltd · 3.22%
Adani Power Ltd · 3.01%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Capital Goods · 21.18%
Healthcare · 13.36%
Financial Services · 10.98%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%