Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Bonanza - Value
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Bonanza - Value
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%
6.51%
6 Months
0.22%
14.93%
1 Year
−0.22%
16.79%
3 Years
10.30%
13.85%
5 Years
7.32%
12.48%
Since Inception
13.09%
18.86%
Fund Age
9 yrs 5 mo
14 yrs 11 mo
AUM
₹1,137.66 Cr
₹32.99 Cr
Alpha – 1 Year
0.13%
17.14%
Alpha – 3 Years
1.30%
4.85%
Information Ratio – 3 Years
0.24
0.41
Volatility – 1 Year
15.66%
17.36%
Volatility – 3 Years
13.99%
20.03%
Beta – 1 Year
0.91
0.65
Beta – 3 Years
0.93
0.84
Sharpe Ratio – 1 Year
-0.28
0.67
Sharpe Ratio – 3 Years
0.40
0.57
Worst Rolling Year
-24.48%
-8.60%
Value at Worst Rolling Year
₹0.76 Cr
₹0.91 Cr
Deepest Drawdown
−68.16%
−30.57%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
82.13%
Median Rolling Year
13.45%
18.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 22% · M 16% · S 61%
Number of Stocks
25
69
Portfolio P/E
36.65
70.14
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%
Laurus Labs Ltd · 9.84%
Cupid Ltd · 9.39%
Diamond Power Infrastructure Ltd · 9.20%
Krishana Phoschem Ltd · 6.22%
Divis Laboratories Ltd · 5.76%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
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%