Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.07%
3.76%
6 Months
0.22%
11.66%
1 Year
−0.22%
12.54%
3 Years
10.30%
11.42%
5 Years
7.32%
—
Since Inception
13.09%
6.78%
Fund Age
9 yrs 5 mo
4 yrs 10 mo
AUM
₹1,137.66 Cr
₹2.34 Cr
Alpha – 1 Year
0.13%
7.82%
Alpha – 3 Years
1.30%
−0.67%
Information Ratio – 3 Years
0.24
-0.04
Volatility – 1 Year
15.66%
21.44%
Volatility – 3 Years
13.99%
14.93%
Beta – 1 Year
0.91
1.05
Beta – 3 Years
0.93
0.81
Sharpe Ratio – 1 Year
-0.28
0.41
Sharpe Ratio – 3 Years
0.40
0.50
Worst Rolling Year
-24.48%
3.84%
Value at Worst Rolling Year
₹0.76 Cr
₹1.04 Cr
Deepest Drawdown
−68.16%
−16.40%
Recovery Period
122 days
37 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 46% · M 22% · S 27%
Number of Stocks
25
19
Portfolio P/E
36.65
29.80
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%
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%