Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Axis - Brand Equity PMS
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Axis - Brand Equity 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%
2.39%
6 Months
0.22%
10.60%
1 Year
−0.22%
2.51%
3 Years
10.30%
7.68%
5 Years
7.32%
9.38%
Since Inception
13.09%
10.51%
Fund Age
9 yrs 5 mo
9 yrs 6 mo
AUM
₹1,137.66 Cr
₹804.15 Cr
Alpha – 1 Year
0.13%
2.94%
Alpha – 3 Years
1.30%
−0.89%
Information Ratio – 3 Years
0.24
-0.08
Volatility – 1 Year
15.66%
21.76%
Volatility – 3 Years
13.99%
17.30%
Beta – 1 Year
0.91
1.23
Beta – 3 Years
0.93
1.08
Sharpe Ratio – 1 Year
-0.28
-0.04
Sharpe Ratio – 3 Years
0.40
0.20
Worst Rolling Year
-24.48%
-3.22%
Value at Worst Rolling Year
₹0.76 Cr
₹0.97 Cr
Deepest Drawdown
−68.16%
−26.72%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
96.55%
Median Rolling Year
13.45%
12.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 26% · M 6% · S 61%
Number of Stocks
25
42
Portfolio P/E
36.65
35.23
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 · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%