Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Ambit Investment Advisors - Coffee Can
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.37%
1.07%
6 Months
−0.19%
0.22%
1 Year
10.10%
−0.22%
3 Years
12.11%
10.30%
5 Years
13.02%
7.32%
Since Inception
22.34%
13.09%
Fund Age
5 yrs 10 mo
9 yrs 5 mo
AUM
₹7,768.91 Cr
₹1,137.66 Cr
Alpha – 1 Year
5.38%
0.13%
Alpha – 3 Years
0.02%
1.30%
Information Ratio – 3 Years
0.42
0.24
Volatility – 1 Year
16.46%
15.66%
Volatility – 3 Years
14.48%
13.99%
Beta – 1 Year
0.92
0.91
Beta – 3 Years
0.91
0.93
Sharpe Ratio – 1 Year
0.41
-0.28
Sharpe Ratio – 3 Years
0.62
0.40
Worst Rolling Year
10.43%
-24.48%
Value at Worst Rolling Year
₹1.10 Cr
₹0.76 Cr
Deepest Drawdown
−20.45%
−68.16%
Recovery Period
240 days
122 days
1-Year Rolling Windows Positive
100.00%
99.28%
Median Rolling Year
19.24%
13.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
L 67% · M 13% · S 12%
Number of Stocks
25
25
Portfolio P/E
28.28
36.65
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Cash & Cash Equivalent · 10.00%
HDFC Bank Ltd · 9.00%
Eicher Motors Ltd · 7.00%
Eternal Ltd · 7.00%
Bharti Airtel Ltd · 6.00%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%