Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Coffee Can vs Capgrow - Growth
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Coffee Can
Capgrow - Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.07%
3.35%
6 Months
0.22%
3.75%
1 Year
−0.22%
−5.76%
3 Years
10.30%
3.98%
5 Years
7.32%
6.05%
Since Inception
13.09%
9.94%
Fund Age
9 yrs 5 mo
7 yrs 9 mo
AUM
₹1,137.66 Cr
₹45.09 Cr
Alpha – 1 Year
0.13%
−8.74%
Alpha – 3 Years
1.30%
−7.91%
Information Ratio – 3 Years
0.24
-1.11
Volatility – 1 Year
15.66%
21.69%
Volatility – 3 Years
13.99%
18.00%
Beta – 1 Year
0.91
1.21
Beta – 3 Years
0.93
1.08
Sharpe Ratio – 1 Year
-0.28
-0.42
Sharpe Ratio – 3 Years
0.40
0.01
Worst Rolling Year
-24.48%
3.08%
Value at Worst Rolling Year
₹0.76 Cr
₹1.03 Cr
Deepest Drawdown
−68.16%
−29.01%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
99.28%
100.00%
Median Rolling Year
13.45%
12.65%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 67% · M 13% · S 12%
L 35% · M 13% · S 51%
Number of Stocks
25
43
Portfolio P/E
36.65
—
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%
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
Top Sectors
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Financial Services · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%