Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Axis Pure Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.07%
−1.22%
6 Months
0.22%
5.87%
1 Year
−0.22%
2.35%
3 Years
10.30%
13.67%
5 Years
7.32%
15.58%
Since Inception
13.09%
16.64%
Fund Age
9 yrs 5 mo
5 yrs 6 mo
AUM
₹1,137.66 Cr
₹756.71 Cr
Alpha – 1 Year
0.13%
−0.63%
Alpha – 3 Years
1.30%
1.78%
Information Ratio – 3 Years
0.24
0.09
Volatility – 1 Year
15.66%
15.74%
Volatility – 3 Years
13.99%
14.36%
Beta – 1 Year
0.91
0.82
Beta – 3 Years
0.93
0.84
Sharpe Ratio – 1 Year
-0.28
-0.13
Sharpe Ratio – 3 Years
0.40
0.59
Worst Rolling Year
-24.48%
13.38%
Value at Worst Rolling Year
₹0.76 Cr
₹1.13 Cr
Deepest Drawdown
−68.16%
−15.74%
Recovery Period
122 days
475 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
20.28%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 67% · M 13% · S 12%
L 43% · M 8% · S 37%
Number of Stocks
25
26
Portfolio P/E
36.65
34.08
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 · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
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%