Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Ayan-PriceBridge Direct MF
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Ayan-PriceBridge Direct MF
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%
1.86%
6 Months
0.22%
3.14%
1 Year
−0.22%
14.41%
3 Years
10.30%
16.50%
5 Years
7.32%
—
Since Inception
13.09%
17.99%
Fund Age
9 yrs 5 mo
3 yrs 2 mo
AUM
₹1,137.66 Cr
₹19.19 Cr
Alpha – 1 Year
0.13%
14.84%
Alpha – 3 Years
1.30%
7.93%
Information Ratio – 3 Years
0.24
1.26
Volatility – 1 Year
15.66%
16.65%
Volatility – 3 Years
13.99%
14.41%
Beta – 1 Year
0.91
0.95
Beta – 3 Years
0.93
0.95
Sharpe Ratio – 1 Year
-0.28
0.57
Sharpe Ratio – 3 Years
0.40
0.78
Worst Rolling Year
-24.48%
16.17%
Value at Worst Rolling Year
₹0.76 Cr
₹1.16 Cr
Deepest Drawdown
−68.16%
−18.49%
Recovery Period
122 days
257 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
17.49%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 52% · M 24% · S 17%
Number of Stocks
25
48
Portfolio P/E
36.65
—
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%
DSP Nifty Next 50 Index Fund - Direct (G) · 11.21%
SBI PSU Fund - Direct (G) · 9.19%
ICICI Pru Nifty Bank Index Fund - Direct (G) · 7.02%
Tata Resources & Energy Fund - Direct (G) · 7.01%
DSP Nifty 50 Equal Weight Index Fund - Dir (G) · 6.44%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Fixed Fee
2.50% / yr
0.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%