Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Ambit Investment Advisors - Coffee Can
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
1.07%
6 Months
10.53%
0.22%
1 Year
15.92%
−0.22%
3 Years
22.93%
10.30%
5 Years
18.33%
7.32%
Since Inception
17.15%
13.09%
Fund Age
16 yrs 10 mo
9 yrs 5 mo
AUM
₹767.31 Cr
₹1,137.66 Cr
Alpha – 1 Year
11.20%
0.13%
Alpha – 3 Years
10.84%
1.30%
Information Ratio – 3 Years
1.21
0.24
Volatility – 1 Year
20.11%
15.66%
Volatility – 3 Years
18.00%
13.99%
Beta – 1 Year
1.06
0.91
Beta – 3 Years
1.03
0.93
Sharpe Ratio – 1 Year
0.57
-0.28
Sharpe Ratio – 3 Years
0.95
0.40
Worst Rolling Year
-14.86%
-24.48%
Value at Worst Rolling Year
₹0.85 Cr
₹0.76 Cr
Deepest Drawdown
−20.27%
−68.16%
Recovery Period
94 days
122 days
1-Year Rolling Windows Positive
82.37%
99.28%
Median Rolling Year
23.49%
13.45%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 67% · M 13% · S 12%
Number of Stocks
41
25
Portfolio P/E
36.67
36.65
Top 5 Holdings
BSE Ltd · 9.00%
Federal Bank Ltd · 5.53%
Lumax Industries Ltd · 5.48%
Persistent Systems Ltd · 5.29%
Cash & Cash Equivalent · 4.72%
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 · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
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%