Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Bonanza - Edge
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%
4.43%
6 Months
0.22%
22.24%
1 Year
−0.22%
21.33%
3 Years
10.30%
15.83%
5 Years
7.32%
20.63%
Since Inception
13.09%
19.53%
Fund Age
9 yrs 5 mo
11 yrs
AUM
₹1,137.66 Cr
₹101.92 Cr
Alpha – 1 Year
0.13%
21.68%
Alpha – 3 Years
1.30%
6.83%
Information Ratio – 3 Years
0.24
0.61
Volatility – 1 Year
15.66%
21.87%
Volatility – 3 Years
13.99%
21.68%
Beta – 1 Year
0.91
1.10
Beta – 3 Years
0.93
1.12
Sharpe Ratio – 1 Year
-0.28
0.75
Sharpe Ratio – 3 Years
0.40
0.65
Worst Rolling Year
-24.48%
-17.09%
Value at Worst Rolling Year
₹0.76 Cr
₹0.83 Cr
Deepest Drawdown
−68.16%
−27.12%
Recovery Period
122 days
148 days
1-Year Rolling Windows Positive
99.28%
79.34%
Median Rolling Year
13.45%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 15% · M 12% · S 59%
Number of Stocks
25
65
Portfolio P/E
36.65
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
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%