Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Micro Marvels Portfolio vs White Pine India Emerging Stars Approach
Ambit Investment Advisors - Micro Marvels Portfolio
White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Micro Marvels Portfolio
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
20%
25%
30%
35%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
7.78%
0.30%
6 Months
26.20%
26.99%
1 Year
12.30%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
−1.57%
35.84%
Fund Age
2 yrs 1 mo
4 yrs 3 mo
AUM
₹406.83 Cr
₹521.91 Cr
Alpha – 1 Year
7.58%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.79%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
1.62
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.30
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−25.24%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
—
Number of Stocks
18
49
Portfolio P/E
30.55
21.17
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
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—