Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Ambit Investment Advisors - Coffee Can
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
1.07%
6 Months
3.92%
0.22%
1 Year
9.29%
−0.22%
3 Years
14.80%
10.30%
5 Years
9.78%
7.32%
Since Inception
14.35%
13.09%
Fund Age
5 yrs 5 mo
9 yrs 5 mo
AUM
₹95.56 Cr
₹1,137.66 Cr
Alpha – 1 Year
9.72%
0.13%
Alpha – 3 Years
6.23%
1.30%
Information Ratio – 3 Years
0.76
0.24
Volatility – 1 Year
16.82%
15.66%
Volatility – 3 Years
15.81%
13.99%
Beta – 1 Year
1.02
0.91
Beta – 3 Years
0.98
0.93
Sharpe Ratio – 1 Year
0.29
-0.28
Sharpe Ratio – 3 Years
0.61
0.40
Worst Rolling Year
5.26%
-24.48%
Value at Worst Rolling Year
₹1.05 Cr
₹0.76 Cr
Deepest Drawdown
−20.60%
−68.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
99.28%
Median Rolling Year
15.62%
13.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 67% · M 13% · S 12%
Number of Stocks
59
25
Portfolio P/E
34.30
36.65
Top 5 Holdings
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
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 · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%