Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
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
2.46%
1.07%
6 Months
7.53%
0.22%
1 Year
10.69%
−0.22%
3 Years
9.96%
10.30%
5 Years
10.97%
7.32%
Since Inception
20.53%
13.09%
Fund Age
14 yrs 7 mo
9 yrs 5 mo
AUM
₹132.39 Cr
₹1,137.66 Cr
Alpha – 1 Year
5.97%
0.13%
Alpha – 3 Years
−2.13%
1.30%
Information Ratio – 3 Years
-0.28
0.24
Volatility – 1 Year
20.88%
15.66%
Volatility – 3 Years
19.08%
13.99%
Beta – 1 Year
1.15
0.91
Beta – 3 Years
1.12
0.93
Sharpe Ratio – 1 Year
0.34
-0.28
Sharpe Ratio – 3 Years
0.32
0.40
Worst Rolling Year
-4.87%
-24.48%
Value at Worst Rolling Year
₹0.95 Cr
₹0.76 Cr
Deepest Drawdown
−22.42%
−68.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
96.43%
99.28%
Median Rolling Year
20.05%
13.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 67% · M 13% · S 12%
Number of Stocks
23
25
Portfolio P/E
60.38
36.65
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
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 · 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)
0% / 0% / 0%
1% / 0% / 0%