Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Ambit Investment Advisors - Coffee Can
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
1.07%
6 Months
−5.38%
0.22%
1 Year
−6.70%
−0.22%
3 Years
7.98%
10.30%
5 Years
—
7.32%
Since Inception
7.98%
13.09%
Fund Age
2 yrs 11 mo
9 yrs 5 mo
AUM
₹7.31 Cr
₹1,137.66 Cr
Alpha – 1 Year
−6.35%
0.13%
Alpha – 3 Years
−1.02%
1.30%
Information Ratio – 3 Years
-0.08
0.24
Volatility – 1 Year
17.44%
15.66%
Volatility – 3 Years
15.65%
13.99%
Beta – 1 Year
1.08
0.91
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
-0.61
-0.28
Sharpe Ratio – 3 Years
0.22
0.40
Worst Rolling Year
—
-24.48%
Value at Worst Rolling Year
—
₹0.76 Cr
Deepest Drawdown
−21.15%
−68.16%
Recovery Period
Not yet recovered
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 61% · M 26% · S 9%
L 67% · M 13% · S 12%
Number of Stocks
66
25
Portfolio P/E
27.03
36.65
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
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 · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%