Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Ambit Investment Advisors - Coffee Can
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−3.12%
1.07%
6 Months
−4.71%
0.22%
1 Year
−3.08%
−0.22%
3 Years
0.90%
10.30%
5 Years
2.23%
7.32%
Since Inception
3.05%
13.09%
Fund Age
8 yrs 1 mo
9 yrs 5 mo
AUM
₹0.38 Cr
₹1,137.66 Cr
Alpha – 1 Year
−2.73%
0.13%
Alpha – 3 Years
−8.10%
1.30%
Information Ratio – 3 Years
-0.39
0.24
Volatility – 1 Year
6.90%
15.66%
Volatility – 3 Years
8.35%
13.99%
Beta – 1 Year
0.35
0.91
Beta – 3 Years
0.40
0.93
Sharpe Ratio – 1 Year
-1.18
-0.28
Sharpe Ratio – 3 Years
-0.31
0.40
Worst Rolling Year
0.90%
-24.48%
Value at Worst Rolling Year
₹1.01 Cr
₹0.76 Cr
Deepest Drawdown
−16.09%
−68.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
99.95%
99.28%
Median Rolling Year
7.09%
13.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 67% · M 13% · S 12%
Number of Stocks
—
25
Portfolio P/E
—
36.65
Top 5 Holdings
Aditya Birla SL Liquid Fund - Direct (G) · 39.47%
Lupin Ltd · 22.96%
Other Funds · 15.79%
Godrej Consumer Products Ltd · 7.34%
Gujarat Pipavav Port Ltd · 6.23%
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)
3% / 2% / 1%
1% / 0% / 0%