Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Bonanza Multicap
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Bonanza Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.07%
5.27%
6 Months
0.22%
15.28%
1 Year
−0.22%
11.46%
3 Years
10.30%
12.93%
5 Years
7.32%
14.25%
Since Inception
13.09%
20.43%
Fund Age
9 yrs 5 mo
8 yrs 1 mo
AUM
₹1,137.66 Cr
₹7.34 Cr
Alpha – 1 Year
0.13%
11.81%
Alpha – 3 Years
1.30%
3.93%
Information Ratio – 3 Years
0.24
0.17
Volatility – 1 Year
15.66%
25.10%
Volatility – 3 Years
13.99%
27.35%
Beta – 1 Year
0.91
1.24
Beta – 3 Years
0.93
1.14
Sharpe Ratio – 1 Year
-0.28
0.33
Sharpe Ratio – 3 Years
0.40
0.39
Worst Rolling Year
-24.48%
12.27%
Value at Worst Rolling Year
₹0.76 Cr
₹1.12 Cr
Deepest Drawdown
−68.16%
−33.40%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
29.35%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 67% · M 13% · S 12%
L 8% · M 5% · S 83%
Number of Stocks
25
33
Portfolio P/E
36.65
30.34
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 · 5.71%
Bajaj Finance Ltd · 5.23%
Garden Reach Shipbuilders & Engineers Ltd · 5.13%
Northern Arc Capital Ltd · 4.74%
SG Finserve Ltd · 4.72%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
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%