Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Anand Rathi Advisors - Impress PMS
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Anand Rathi Advisors - Impress PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
4.97%
6 Months
0.22%
23.68%
1 Year
−0.22%
18.36%
3 Years
10.30%
19.56%
5 Years
7.32%
16.83%
Since Inception
13.09%
14.91%
Fund Age
9 yrs 5 mo
9 yrs 3 mo
AUM
₹1,137.66 Cr
₹884.23 Cr
Alpha – 1 Year
0.13%
13.64%
Alpha – 3 Years
1.30%
7.47%
Information Ratio – 3 Years
0.24
0.73
Volatility – 1 Year
15.66%
27.03%
Volatility – 3 Years
13.99%
23.64%
Beta – 1 Year
0.91
1.39
Beta – 3 Years
0.93
1.25
Sharpe Ratio – 1 Year
-0.28
0.55
Sharpe Ratio – 3 Years
0.40
0.71
Worst Rolling Year
-24.48%
-7.52%
Value at Worst Rolling Year
₹0.76 Cr
₹0.92 Cr
Deepest Drawdown
−68.16%
−24.68%
Recovery Period
122 days
97 days
1-Year Rolling Windows Positive
99.28%
91.90%
Median Rolling Year
13.45%
22.43%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 14% · M 23% · S 57%
Number of Stocks
25
18
Portfolio P/E
36.65
42.38
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%
Cash & Cash Equivalent · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%