Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Ambit Investment Advisors - Coffee Can
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
1.07%
6 Months
−5.56%
0.22%
1 Year
34.70%
−0.22%
3 Years
27.41%
10.30%
5 Years
32.51%
7.32%
Since Inception
32.15%
13.09%
Fund Age
13 yrs 6 mo
9 yrs 5 mo
AUM
₹2,318.72 Cr
₹1,137.66 Cr
Alpha – 1 Year
35.05%
0.13%
Alpha – 3 Years
18.41%
1.30%
Information Ratio – 3 Years
1.03
0.24
Volatility – 1 Year
21.67%
15.66%
Volatility – 3 Years
15.53%
13.99%
Beta – 1 Year
0.28
0.91
Beta – 3 Years
0.35
0.93
Sharpe Ratio – 1 Year
1.24
-0.28
Sharpe Ratio – 3 Years
1.31
0.40
Worst Rolling Year
-17.36%
-24.48%
Value at Worst Rolling Year
₹0.83 Cr
₹0.76 Cr
Deepest Drawdown
−21.72%
−68.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
88.36%
99.28%
Median Rolling Year
37.79%
13.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · M 6% · S 13%
L 67% · M 13% · S 12%
Number of Stocks
9
25
Portfolio P/E
14.68
36.65
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%