Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Ambit Investment Advisors - Coffee Can
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
1.07%
6 Months
3.88%
0.22%
1 Year
−7.98%
−0.22%
3 Years
11.06%
10.30%
5 Years
10.06%
7.32%
Since Inception
11.56%
13.09%
Fund Age
5 yrs 3 mo
9 yrs 5 mo
AUM
₹106.37 Cr
₹1,137.66 Cr
Alpha – 1 Year
−10.96%
0.13%
Alpha – 3 Years
−0.82%
1.30%
Information Ratio – 3 Years
0.00
0.24
Volatility – 1 Year
16.00%
15.66%
Volatility – 3 Years
17.59%
13.99%
Beta – 1 Year
0.79
0.91
Beta – 3 Years
0.97
0.93
Sharpe Ratio – 1 Year
-0.78
-0.28
Sharpe Ratio – 3 Years
0.42
0.40
Worst Rolling Year
—
-24.48%
Value at Worst Rolling Year
—
₹0.76 Cr
Deepest Drawdown
—
−68.16%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
99.28%
Median Rolling Year
—
13.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 67% · M 13% · S 12%
Number of Stocks
—
25
Portfolio P/E
—
36.65
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%