Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Axis Kaizen Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
−2.57%
6 Months
0.22%
25.88%
1 Year
−0.22%
19.47%
3 Years
10.30%
25.74%
5 Years
7.32%
—
Since Inception
13.09%
23.24%
Fund Age
9 yrs 5 mo
3 yrs 1 mo
AUM
₹1,137.66 Cr
₹507.13 Cr
Alpha – 1 Year
0.13%
16.49%
Alpha – 3 Years
1.30%
13.85%
Information Ratio – 3 Years
0.24
0.94
Volatility – 1 Year
15.66%
20.27%
Volatility – 3 Years
13.99%
18.08%
Beta – 1 Year
0.91
0.86
Beta – 3 Years
0.93
0.86
Sharpe Ratio – 1 Year
-0.28
0.71
Sharpe Ratio – 3 Years
0.40
1.07
Worst Rolling Year
-24.48%
22.47%
Value at Worst Rolling Year
₹0.76 Cr
₹1.22 Cr
Deepest Drawdown
−68.16%
−21.35%
Recovery Period
122 days
427 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 10% · M 12% · S 65%
Number of Stocks
25
20
Portfolio P/E
36.65
45.78
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%
Sansera Engineering Ltd · 12.99%
Cash & Cash Equivalent · 12.71%
Acutaas Chemicals Ltd · 10.86%
UltraTech Cement Ltd · 7.45%
Syrma SGS Technology Ltd · 5.58%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
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%