Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs ASK Strategic
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
ASK Strategic
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%
1.77%
6 Months
0.22%
−2.32%
1 Year
−0.22%
−4.30%
3 Years
10.30%
4.86%
5 Years
7.32%
5.12%
Since Inception
13.09%
13.15%
Fund Age
9 yrs 5 mo
16 yrs 7 mo
AUM
₹1,137.66 Cr
₹21.07 Cr
Alpha – 1 Year
0.13%
−7.28%
Alpha – 3 Years
1.30%
−7.02%
Information Ratio – 3 Years
0.24
-1.10
Volatility – 1 Year
15.66%
16.85%
Volatility – 3 Years
13.99%
18.06%
Beta – 1 Year
0.91
0.95
Beta – 3 Years
0.93
1.07
Sharpe Ratio – 1 Year
-0.28
-0.50
Sharpe Ratio – 3 Years
0.40
0.05
Worst Rolling Year
-24.48%
-4.57%
Value at Worst Rolling Year
₹0.76 Cr
₹0.95 Cr
Deepest Drawdown
−68.16%
−24.09%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
95.10%
Median Rolling Year
13.45%
13.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 12% · M 53% · S 34%
Number of Stocks
25
34
Portfolio P/E
36.65
41.34
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%
ABB India Ltd · 5.38%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.18%
Supreme Industries Ltd · 3.81%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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