Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Axis - Core & Satellite 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%
0.11%
6 Months
0.22%
10.76%
1 Year
−0.22%
8.14%
3 Years
10.30%
7.76%
5 Years
7.32%
10.03%
Since Inception
13.09%
11.69%
Fund Age
9 yrs 5 mo
6 yrs 8 mo
AUM
₹1,137.66 Cr
₹87.23 Cr
Alpha – 1 Year
0.13%
8.57%
Alpha – 3 Years
1.30%
−0.81%
Information Ratio – 3 Years
0.24
0.02
Volatility – 1 Year
15.66%
23.09%
Volatility – 3 Years
13.99%
18.26%
Beta – 1 Year
0.91
1.29
Beta – 3 Years
0.93
1.11
Sharpe Ratio – 1 Year
-0.28
0.21
Sharpe Ratio – 3 Years
0.40
0.22
Worst Rolling Year
-24.48%
6.59%
Value at Worst Rolling Year
₹0.76 Cr
₹1.07 Cr
Deepest Drawdown
−68.16%
−25.42%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
13.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 19% · M 1% · S 70%
Number of Stocks
25
41
Portfolio P/E
36.65
25.23
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 · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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%