Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
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
−2.26%
1.07%
6 Months
2.99%
0.22%
1 Year
−3.69%
−0.22%
3 Years
10.02%
10.30%
5 Years
11.07%
7.32%
Since Inception
15.34%
13.09%
Fund Age
8 yrs 4 mo
9 yrs 5 mo
AUM
₹143.52 Cr
₹1,137.66 Cr
Alpha – 1 Year
−8.41%
0.13%
Alpha – 3 Years
−2.07%
1.30%
Information Ratio – 3 Years
-0.34
0.24
Volatility – 1 Year
19.13%
15.66%
Volatility – 3 Years
16.08%
13.99%
Beta – 1 Year
1.05
0.91
Beta – 3 Years
0.98
0.93
Sharpe Ratio – 1 Year
-0.38
-0.28
Sharpe Ratio – 3 Years
0.35
0.40
Worst Rolling Year
10.02%
-24.48%
Value at Worst Rolling Year
₹1.10 Cr
₹0.76 Cr
Deepest Drawdown
−22.11%
−68.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
99.28%
Median Rolling Year
21.21%
13.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 21% · S 27%
L 67% · M 13% · S 12%
Number of Stocks
30
25
Portfolio P/E
35.28
36.65
Top 5 Holdings
Bharti Airtel Ltd · 9.09%
ICICI Bank Ltd · 8.91%
Persistent Systems Ltd · 7.82%
Trent Ltd · 6.92%
Fiem Industries Ltd · 5.76%
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 · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
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%