Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
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
3.35%
1.07%
6 Months
19.63%
0.22%
1 Year
10.64%
−0.22%
3 Years
12.35%
10.30%
5 Years
10.14%
7.32%
Since Inception
15.37%
13.09%
Fund Age
7 yrs 4 mo
9 yrs 5 mo
AUM
₹270.22 Cr
₹1,137.66 Cr
Alpha – 1 Year
5.92%
0.13%
Alpha – 3 Years
0.26%
1.30%
Information Ratio – 3 Years
0.03
0.24
Volatility – 1 Year
18.45%
15.66%
Volatility – 3 Years
15.68%
13.99%
Beta – 1 Year
0.92
0.91
Beta – 3 Years
0.90
0.93
Sharpe Ratio – 1 Year
0.35
-0.28
Sharpe Ratio – 3 Years
0.49
0.40
Worst Rolling Year
6.65%
-24.48%
Value at Worst Rolling Year
₹1.07 Cr
₹0.76 Cr
Deepest Drawdown
−22.78%
−68.16%
Recovery Period
153 days
122 days
1-Year Rolling Windows Positive
100.00%
99.28%
Median Rolling Year
16.29%
13.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 25% · S 36%
L 67% · M 13% · S 12%
Number of Stocks
44
25
Portfolio P/E
41.34
36.65
Top 5 Holdings
Gabriel India Ltd · 6.47%
Aditya Infotech Ltd · 5.17%
Global Health Ltd · 5.14%
Timex Group India Ltd · 4.27%
Divis Laboratories Ltd · 3.46%
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%