Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs White Oak India Select Equity Portfolio
Ambit Investment Advisors - Micro Marvels Portfolio
White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.78%
4.84%
6 Months
26.20%
7.61%
1 Year
12.30%
−0.76%
3 Years
—
11.28%
5 Years
—
9.58%
Since Inception
−1.57%
11.67%
Fund Age
2 yrs 1 mo
7 yrs 11 mo
AUM
₹406.83 Cr
₹12.5 Cr
Alpha – 1 Year
7.58%
−3.74%
Alpha – 3 Years
—
−0.61%
Information Ratio – 3 Years
—
-0.06
Volatility – 1 Year
32.79%
20.02%
Volatility – 3 Years
—
16.21%
Beta – 1 Year
1.62
1.05
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.30
-0.22
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
8.66%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−25.24%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 36% · M 30% · S 35%
Number of Stocks
18
15
Portfolio P/E
30.55
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%