Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs ValPro Balanced B
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
ValPro Balanced B
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
0.41%
6 Months
26.20%
10.49%
1 Year
12.30%
18.36%
3 Years
—
16.81%
5 Years
—
4.40%
Since Inception
−1.57%
5.10%
Fund Age
2 yrs 1 mo
5 yrs 1 mo
AUM
₹406.83 Cr
₹8.98 Cr
Alpha – 1 Year
7.58%
19.78%
Alpha – 3 Years
—
9.07%
Information Ratio – 3 Years
—
0.98
Volatility – 1 Year
32.79%
22.04%
Volatility – 3 Years
—
16.11%
Beta – 1 Year
1.62
1.21
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.30
0.60
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
-1.98%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−25.24%
−17.34%
Recovery Period
Not yet recovered
219 days
1-Year Rolling Windows Positive
—
94.64%
Median Rolling Year
—
8.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 65% · M 7% · S 9%
Number of Stocks
18
39
Portfolio P/E
30.55
31.19
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%
Interglobe Aviation Ltd · 8.47%
Motilal Oswal NASDAQ-100 ETF · 7.68%
State Bank of India · 6.64%
Nestle India Ltd · 5.98%
Shriram Finance Ltd · 5.97%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Financial Services · 27.14%
Others · 11.48%
Services · 9.52%
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%