Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Ambit Investment Advisors - Coffee Can
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
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
0.54%
1.07%
6 Months
3.13%
0.22%
1 Year
3.79%
−0.22%
3 Years
10.28%
10.30%
5 Years
10.26%
7.32%
Since Inception
14.16%
13.09%
Fund Age
8 yrs 2 mo
9 yrs 5 mo
AUM
₹1,116.87 Cr
₹1,137.66 Cr
Alpha – 1 Year
−0.93%
0.13%
Alpha – 3 Years
−1.81%
1.30%
Information Ratio – 3 Years
-0.53
0.24
Volatility – 1 Year
16.47%
15.66%
Volatility – 3 Years
15.93%
13.99%
Beta – 1 Year
0.94
0.91
Beta – 3 Years
1.02
0.93
Sharpe Ratio – 1 Year
-0.01
-0.28
Sharpe Ratio – 3 Years
0.36
0.40
Worst Rolling Year
9.53%
-24.48%
Value at Worst Rolling Year
₹1.10 Cr
₹0.76 Cr
Deepest Drawdown
−22.48%
−68.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
99.28%
Median Rolling Year
20.27%
13.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 29% · S 15%
L 67% · M 13% · S 12%
Number of Stocks
40
25
Portfolio P/E
27.63
36.65
Top 5 Holdings
ICICI Bank Ltd · 5.53%
Bharti Airtel Ltd · 5.15%
Bharat Dynamics Ltd · 4.85%
Cholamandalam Investment & Finance Company Ltd · 4.36%
Torrent Pharmaceuticals Ltd · 4.28%
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 · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
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%