Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Ambit Investment Advisors - Coffee Can
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.35%
1.07%
6 Months
5.61%
0.22%
1 Year
10.19%
−0.22%
3 Years
9.70%
10.30%
5 Years
7.80%
7.32%
Since Inception
13.10%
13.09%
Fund Age
14 yrs 11 mo
9 yrs 5 mo
AUM
₹88.88 Cr
₹1,137.66 Cr
Alpha – 1 Year
10.54%
0.13%
Alpha – 3 Years
0.70%
1.30%
Information Ratio – 3 Years
0.00
0.24
Volatility – 1 Year
15.04%
15.66%
Volatility – 3 Years
14.30%
13.99%
Beta – 1 Year
0.87
0.91
Beta – 3 Years
0.96
0.93
Sharpe Ratio – 1 Year
0.37
-0.28
Sharpe Ratio – 3 Years
0.35
0.40
Worst Rolling Year
4.17%
-24.48%
Value at Worst Rolling Year
₹1.04 Cr
₹0.76 Cr
Deepest Drawdown
−20.16%
−68.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
99.28%
Median Rolling Year
13.53%
13.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 67% · M 13% · S 12%
Number of Stocks
37
25
Portfolio P/E
—
36.65
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
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 · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
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%