Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Anand Rathi Advisors - MNC PMS
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Anand Rathi Advisors - MNC PMS
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
1.07%
0.15%
6 Months
0.22%
9.28%
1 Year
−0.22%
4.13%
3 Years
10.30%
7.71%
5 Years
7.32%
8.27%
Since Inception
13.09%
11.49%
Fund Age
9 yrs 5 mo
8 yrs 5 mo
AUM
₹1,137.66 Cr
₹123.55 Cr
Alpha – 1 Year
0.13%
−0.59%
Alpha – 3 Years
1.30%
−4.38%
Information Ratio – 3 Years
0.24
-0.33
Volatility – 1 Year
15.66%
21.50%
Volatility – 3 Years
13.99%
16.95%
Beta – 1 Year
0.91
1.12
Beta – 3 Years
0.93
0.97
Sharpe Ratio – 1 Year
-0.28
-0.02
Sharpe Ratio – 3 Years
0.40
0.26
Worst Rolling Year
-24.48%
7.04%
Value at Worst Rolling Year
₹0.76 Cr
₹1.07 Cr
Deepest Drawdown
−68.16%
−24.41%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
15.95%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 29% · M 38% · S 31%
Number of Stocks
25
20
Portfolio P/E
36.65
49.58
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%
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
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%