Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Bonanza Aegis
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Bonanza Aegis
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
7.97%
6 Months
0.22%
14.27%
1 Year
−0.22%
23.41%
3 Years
10.30%
16.93%
5 Years
7.32%
—
Since Inception
13.09%
22.21%
Fund Age
9 yrs 5 mo
4 yrs 3 mo
AUM
₹1,137.66 Cr
₹102.02 Cr
Alpha – 1 Year
0.13%
23.76%
Alpha – 3 Years
1.30%
7.93%
Information Ratio – 3 Years
0.24
0.60
Volatility – 1 Year
15.66%
21.94%
Volatility – 3 Years
13.99%
20.42%
Beta – 1 Year
0.91
0.82
Beta – 3 Years
0.93
0.84
Sharpe Ratio – 1 Year
-0.28
0.82
Sharpe Ratio – 3 Years
0.40
0.71
Worst Rolling Year
-24.48%
16.27%
Value at Worst Rolling Year
₹0.76 Cr
₹1.16 Cr
Deepest Drawdown
−68.16%
−27.02%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
22.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 10% · M 8% · S 74%
Number of Stocks
25
61
Portfolio P/E
36.65
51.57
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 · 12.01%
Firstsource Solutions Ltd · 5.78%
Sterlite Technologies Ltd · 5.20%
Genus Power Infrastructures Ltd · 4.36%
Pine Labs Ltd · 4.30%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%