Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
Ambit Investment Advisors - Coffee Can
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−4.23%
1.07%
6 Months
27.28%
0.22%
1 Year
43.55%
−0.22%
3 Years
—
10.30%
5 Years
—
7.32%
Since Inception
38.04%
13.09%
Fund Age
13 mo
9 yrs 5 mo
AUM
₹5.93 Cr
₹1,137.66 Cr
Alpha – 1 Year
38.83%
0.13%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
30.08%
15.66%
Volatility – 3 Years
—
13.99%
Beta – 1 Year
1.47
0.91
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
1.18
-0.28
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
-24.48%
Value at Worst Rolling Year
—
₹0.76 Cr
Deepest Drawdown
−12.33%
−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 67% · M 13% · S 12%
Number of Stocks
—
25
Portfolio P/E
—
36.65
Top 5 Holdings
—
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
0.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%