Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
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
5.82%
1.07%
6 Months
7.57%
0.22%
1 Year
24.83%
−0.22%
3 Years
11.31%
10.30%
5 Years
11.03%
7.32%
Since Inception
14.72%
13.09%
Fund Age
7 yrs 4 mo
9 yrs 5 mo
AUM
₹2.98 Cr
₹1,137.66 Cr
Alpha – 1 Year
20.11%
0.13%
Alpha – 3 Years
−0.77%
1.30%
Information Ratio – 3 Years
-0.21
0.24
Volatility – 1 Year
23.09%
15.66%
Volatility – 3 Years
22.29%
13.99%
Beta – 1 Year
1.17
0.91
Beta – 3 Years
1.15
0.93
Sharpe Ratio – 1 Year
0.85
-0.28
Sharpe Ratio – 3 Years
0.40
0.40
Worst Rolling Year
5.08%
-24.48%
Value at Worst Rolling Year
₹1.05 Cr
₹0.76 Cr
Deepest Drawdown
−34.65%
−68.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
99.28%
Median Rolling Year
17.38%
13.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 99%
L 67% · M 13% · S 12%
Number of Stocks
10
25
Portfolio P/E
24.78
36.65
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
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 · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
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)
2% / 1% / 0%
1% / 0% / 0%