Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Ambit Investment Advisors - Coffee Can
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
1.07%
6 Months
10.82%
0.22%
1 Year
8.67%
−0.22%
3 Years
13.08%
10.30%
5 Years
15.51%
7.32%
Since Inception
26.40%
13.09%
Fund Age
6 yrs
9 yrs 5 mo
AUM
₹5,996.39 Cr
₹1,137.66 Cr
Alpha – 1 Year
3.95%
0.13%
Alpha – 3 Years
0.99%
1.30%
Information Ratio – 3 Years
0.24
0.24
Volatility – 1 Year
22.00%
15.66%
Volatility – 3 Years
18.61%
13.99%
Beta – 1 Year
1.19
0.91
Beta – 3 Years
1.02
0.93
Sharpe Ratio – 1 Year
0.24
-0.28
Sharpe Ratio – 3 Years
0.55
0.40
Worst Rolling Year
12.98%
-24.48%
Value at Worst Rolling Year
₹1.13 Cr
₹0.76 Cr
Deepest Drawdown
−22.98%
−68.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
99.28%
Median Rolling Year
24.54%
13.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 67% · M 13% · S 12%
Number of Stocks
30
25
Portfolio P/E
25.07
36.65
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank 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 · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
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%