Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
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
2.31%
1.07%
6 Months
5.51%
0.22%
1 Year
6.39%
−0.22%
3 Years
13.57%
10.30%
5 Years
12.29%
7.32%
Since Inception
17.45%
13.09%
Fund Age
16 yrs 9 mo
9 yrs 5 mo
AUM
₹2,223.2 Cr
₹1,137.66 Cr
Alpha – 1 Year
1.67%
0.13%
Alpha – 3 Years
1.48%
1.30%
Information Ratio – 3 Years
0.57
0.24
Volatility – 1 Year
18.05%
15.66%
Volatility – 3 Years
15.15%
13.99%
Beta – 1 Year
1.02
0.91
Beta – 3 Years
0.96
0.93
Sharpe Ratio – 1 Year
0.14
-0.28
Sharpe Ratio – 3 Years
0.62
0.40
Worst Rolling Year
-5.62%
-24.48%
Value at Worst Rolling Year
₹0.94 Cr
₹0.76 Cr
Deepest Drawdown
−17.96%
−68.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
96.40%
99.28%
Median Rolling Year
18.17%
13.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 25% · S 21%
L 67% · M 13% · S 12%
Number of Stocks
55
25
Portfolio P/E
35.38
36.65
Top 5 Holdings
ICICI Bank Ltd · 6.04%
HDFC Bank Ltd · 3.82%
Bharti Airtel Ltd · 3.45%
Reliance Industries Ltd · 3.39%
Shriram Finance Ltd · 3.04%
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)
2% / 0% / 0%
1% / 0% / 0%