Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Ayan-PriceBridge Upswing
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
0.67%
6 Months
0.22%
6.20%
1 Year
−0.22%
9.45%
3 Years
10.30%
11.74%
5 Years
7.32%
—
Since Inception
13.09%
12.77%
Fund Age
9 yrs 5 mo
3 yrs 7 mo
AUM
₹1,137.66 Cr
₹223.43 Cr
Alpha – 1 Year
0.13%
9.88%
Alpha – 3 Years
1.30%
3.17%
Information Ratio – 3 Years
0.24
0.40
Volatility – 1 Year
15.66%
16.24%
Volatility – 3 Years
13.99%
16.22%
Beta – 1 Year
0.91
0.89
Beta – 3 Years
0.93
1.02
Sharpe Ratio – 1 Year
-0.28
0.30
Sharpe Ratio – 3 Years
0.40
0.44
Worst Rolling Year
-24.48%
11.49%
Value at Worst Rolling Year
₹0.76 Cr
₹1.11 Cr
Deepest Drawdown
−68.16%
−24.20%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 45% · M 31% · S 19%
Number of Stocks
25
96
Portfolio P/E
36.65
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
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%