Portfolio Management Services (PMS)Compare Schemes
Alphaa Focused Small-Cap Portfolio vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
Alphaa Focused Small-Cap Portfolio
Ambit Investment Advisors - Coffee Can
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
1.07%
6 Months
4.25%
0.22%
1 Year
−3.44%
−0.22%
3 Years
9.79%
10.30%
5 Years
—
7.32%
Since Inception
10.87%
13.09%
Fund Age
3 yrs
9 yrs 5 mo
AUM
₹15.27 Cr
₹1,137.66 Cr
Alpha – 1 Year
−3.09%
0.13%
Alpha – 3 Years
0.79%
1.30%
Information Ratio – 3 Years
0.12
0.24
Volatility – 1 Year
22.93%
15.66%
Volatility – 3 Years
21.19%
13.99%
Beta – 1 Year
1.23
0.91
Beta – 3 Years
1.16
0.93
Sharpe Ratio – 1 Year
-0.28
-0.28
Sharpe Ratio – 3 Years
0.30
0.40
Worst Rolling Year
9.80%
-24.48%
Value at Worst Rolling Year
₹1.10 Cr
₹0.76 Cr
Deepest Drawdown
−27.79%
−68.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
99.28%
Median Rolling Year
11.35%
13.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 0% · S 97%
L 67% · M 13% · S 12%
Number of Stocks
46
25
Portfolio P/E
22.80
36.65
Top 5 Holdings
Crompton Greaves Consumer Electricals Ltd · 8.28%
City Union Bank Ltd · 6.00%
PNB Housing Finance Ltd · 5.84%
Navin Fluorine International Ltd · 5.39%
Kalpataru Projects International Ltd · 5.36%
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 · 22.51%
Consumer Durables · 14.73%
Construction · 9.46%
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
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%