Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Ayan-PriceBridge Honeycomb
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%
1.20%
6 Months
0.22%
0.45%
1 Year
−0.22%
16.80%
3 Years
10.30%
15.56%
5 Years
7.32%
—
Since Inception
13.09%
15.35%
Fund Age
9 yrs 5 mo
3 yrs 6 mo
AUM
₹1,137.66 Cr
₹61.98 Cr
Alpha – 1 Year
0.13%
17.23%
Alpha – 3 Years
1.30%
6.99%
Information Ratio – 3 Years
0.24
1.06
Volatility – 1 Year
15.66%
17.17%
Volatility – 3 Years
13.99%
13.50%
Beta – 1 Year
0.91
0.94
Beta – 3 Years
0.93
0.87
Sharpe Ratio – 1 Year
-0.28
0.68
Sharpe Ratio – 3 Years
0.40
0.75
Worst Rolling Year
-24.48%
15.00%
Value at Worst Rolling Year
₹0.76 Cr
₹1.15 Cr
Deepest Drawdown
−68.16%
−15.92%
Recovery Period
122 days
158 days
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
17.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 43% · M 31% · S 18%
Number of Stocks
25
27
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%
HDFC NIFTY Smallcap 250 ETF · 11.69%
Mirae Asset Nifty India Manufacturing ETF · 7.82%
DSP Nifty Healthcare ETF · 7.33%
Mirae Asset Nifty Bank ETF · 5.96%
DSP Nifty Midcap 150 Quality 50 ETF · 5.92%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%