Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
Wave-Bloom
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
7.78%
−0.67%
6 Months
26.20%
−7.55%
1 Year
12.30%
0.34%
3 Years
—
—
5 Years
—
—
Since Inception
−1.57%
12.70%
Fund Age
2 yrs 1 mo
2 yrs 3 mo
AUM
₹406.83 Cr
₹7.52 Cr
Alpha – 1 Year
7.58%
−2.64%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.79%
8.98%
Volatility – 3 Years
—
—
Beta – 1 Year
1.62
0.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
-0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.24%
−10.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
S 99%
L 71% · M 18% · S 10%
Number of Stocks
18
10
Portfolio P/E
30.55
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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