Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Asit C Mehta - Ace Multi-asset Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Asit C Mehta - Ace Multi-asset Portfolio
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%
1.26%
6 Months
0.22%
8.39%
1 Year
−0.22%
14.45%
3 Years
10.30%
20.39%
5 Years
7.32%
20.20%
Since Inception
13.09%
16.82%
Fund Age
9 yrs 5 mo
7 yrs 10 mo
AUM
₹1,137.66 Cr
₹12.77 Cr
Alpha – 1 Year
0.13%
7.59%
Alpha – 3 Years
1.30%
9.35%
Information Ratio – 3 Years
0.24
0.38
Volatility – 1 Year
15.66%
12.27%
Volatility – 3 Years
13.99%
16.07%
Beta – 1 Year
0.91
1.23
Beta – 3 Years
0.93
1.51
Sharpe Ratio – 1 Year
-0.28
0.74
Sharpe Ratio – 3 Years
0.40
0.80
Worst Rolling Year
-24.48%
6.14%
Value at Worst Rolling Year
₹0.76 Cr
₹1.06 Cr
Deepest Drawdown
−68.16%
−17.38%
Recovery Period
122 days
243 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
26.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 22% · M 19% · S 28%
Number of Stocks
25
23
Portfolio P/E
36.65
26.00
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%
Powergrid Infrastructure Investment Trust · 9.16%
BHARAT Bond ETF - April 2033 · 6.41%
Cash & Cash Equivalent · 6.22%
Coal India Ltd · 5.62%
Piramal Pharma Ltd · 5.28%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%