Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Buoyant - Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.07%
1.73%
6 Months
0.22%
2.87%
1 Year
−0.22%
8.13%
3 Years
10.30%
16.18%
5 Years
7.32%
18.39%
Since Inception
13.09%
20.76%
Fund Age
9 yrs 5 mo
10 yrs
AUM
₹1,137.66 Cr
₹12,257.23 Cr
Alpha – 1 Year
0.13%
5.15%
Alpha – 3 Years
1.30%
4.29%
Information Ratio – 3 Years
0.24
0.41
Volatility – 1 Year
15.66%
17.45%
Volatility – 3 Years
13.99%
14.35%
Beta – 1 Year
0.91
0.98
Beta – 3 Years
0.93
0.87
Sharpe Ratio – 1 Year
-0.28
0.22
Sharpe Ratio – 3 Years
0.40
0.68
Worst Rolling Year
-24.48%
-5.58%
Value at Worst Rolling Year
₹0.76 Cr
₹0.94 Cr
Deepest Drawdown
−68.16%
−13.15%
Recovery Period
122 days
92 days
1-Year Rolling Windows Positive
99.28%
87.09%
Median Rolling Year
13.45%
23.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 55% · M 21% · S 12%
Number of Stocks
25
40
Portfolio P/E
36.65
24.82
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 · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%