Ambit Investment Advisors - Micro Marvels Portfolio PMS: Returns, Portfolio & Fees

PMS · Equity · Micro Cap

Ambit Investment Advisors - Micro Marvels Portfolio

Fund size₹407 Cr

IRRSince inception-1.57%

1Y return12.30%

Fund age2 yrs 1 mo

Fund Manager

Bhargav Buddhadev

Fund Manager, PMS, Ambit

"BhargavBuddhadev is theCo-FundManagerof theAmbitEmergingGiantsSmallCapPortfolioatAmbit AssetManagement.Hehasover20yearsofexperienceininvestmentandequityresearch.Prior tojoining Ambit,heworkedwithKotakMutual Fundwherehewaspartof the investmentdecisionmakingprocess foridentifyingmid-andsmall-capfunds.HealsoworkedwithAmbit InstitutionalEquitiesandwasentrusted withtheresponsibilityofresearchingmid-capstocks . Bhargavwas recognized inAsiamoneypolls in2017andrankedas the4th best analyst forConsumer DiscretionaryandSmallCaps,the7thbestanalystforUtilitiesandthe10thbestanalystforConglomerates.Oneofhismajorcontributionswas thecreationofasmall-capresearchproductcalledtheBeachcombing SeriesatAmbit InstitutionalEquitiesthat identifiedundiscoverednamesandhelpedhisteamrankinthetop threeinAsiaMoneypolls.Thesecret saucetothissuccesswas theextensivechannel checkswhichwere conductedbytalkingtocompetitors,suppliersandchannelpartnerslikedistributors BhargavisaqualifiedCharteredAccountant,holdsanMBAinFinanceandiscurrentlypursuingtheAmerican CFAlevel IIcertification"

Managing AUM₹575 Cr

Growth of₹Cr

Ambit Investment Advisors Micro Marvels

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
Ambit Investment Advisors Micro Marvels	16.97%	12.30%	−1.91%	—	—	−1.57%
Nifty 500	−1.02%	4.72%	−0.11%	—	—	0.85%
Excess over benchmark	17.99%	7.58%	−1.80%	—	—	−2.42%

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.

Risk : What you take on to earn the return

Volatility

32.79%

Benchmark approx 15.81%

A standard deviation reflecting historical swings.

Sensitivity

1.62

Beta vs benchmark 1.00 · 62% more reactive

How strongly the scheme moves with the index.

Risk-reward

0.30

Sharpe

Excess return gained per unit of volatility.

How far below its previous high it fell

Over the trailing 1Y window the scheme fell −25.24%, and recovered on 31 Jul 2026.

Max drawdowns

−25.24%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	–	–	−25.24%	–	31 Jul 2026	–
Benchmark	01 Sep 2025	30 Mar 2026	−14.69%	210 days	–	–

Scheme

Peak–

Trough–

Depth−25.24%

Fell over–

Recovered31 Jul 2026

Recovery took–

Benchmark

Peak01 Sep 2025

Trough30 Mar 2026

Depth−14.69%

Fell over210 days

Recovered–

Recovery took–

The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026

Portfolio Details : Where the money actually sits

Stocks

P/E ratio

30.55

P/B ratio

3.59

Dividend yield

0.27%

Avg market cap

₹2,429 Cr

Median market cap

₹2,179 Cr

Asset class

Equity

Market cap

Large cap

Mid cap

Small cap99.00%

Cash & others

Fees

A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.

FixedPlan A · Simple

Fixed Management Fee2.50% / yr

Performance FeeNone

Hurdle RateNot applicable

HybridPlan B · Simple

Fixed Management Fee20.00% / yr

Performance FeeNone

Hurdle RateAbove 10%

PerformancePlan C · Performance Linked

Fixed Management FeeNone

Performance Fee15% of profit

Hurdle RateNot applicable

Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.

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